Inspirion Wealth Advisors’s Okta OKTA Stock Holding History

Inspirion Wealth Advisors’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Buy	+1,760	New	+$166K	0.03%	161
2026 Q1	–	Sell	-3,010	Closed	-$260K	–	186
2025 Q4	$260K	Sell	3,010 -5	-0.2%	-$436	0.03%	145
2025 Q3	$224K	Buy	3,015 +5	+0.2%	+$467	0.03%	140
2025 Q2	$301K	Hold	3,010	–	–	0.04%	127
2025 Q1	$317K	Sell	3,010 -5	-0.2%	-$488	0.04%	119
2024 Q4	$255K	Hold	3,015	–	–	0.04%	127
2024 Q3	$224K	Hold	3,015	–	–	0.03%	141
2024 Q2	$282K	Hold	3,015	–	–	0.04%	125
2024 Q1	$315K	Hold	3,015	–	–	0.05%	116
2023 Q4	$262K	Sell	3,015 -375	-11%	-$28.6K	0.05%	119
2023 Q3	$276K	Hold	3,390	–	–	0.05%	114
2023 Q2	$235K	Buy	3,390 +1,015	+43%	+$77.1K	0.05%	129
2023 Q1	$205K	Buy	+2,375	New	+$181K	0.04%	134
2019 Q3	–	Sell	-10,300	Closed	-$1.27M	–	79
2019 Q2	$1.27M	Hold	10,300	–	–	0.55%	23
2019 Q1	$852K	Hold	10,300	–	–	0.38%	28
2018 Q4	$657K	Hold	10,300	–	–	0.33%	31
2018 Q3	$725K	Hold	10,300	–	–	0.31%	30
2018 Q2	$519K	Buy	+10,300	New	+$490K	0.24%	39

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Inspirion Wealth Advisors's OKTA Position: Q2 2026 in Review

Inspirion Wealth Advisors opened a new position in Okta (OKTA) in Q2 2026: 1,760 shares worth $247K. The stake represents 0.03% of the portfolio and ranks #161 among its holdings. This is a return to the name: Inspirion Wealth Advisors previously reported a position in OKTA as recently as Q4 2025.

Inspirion Wealth Advisors first reported a position in OKTA in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.27M in Q2 2019. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Inspirion Wealth Advisors held 1,760 shares of Okta worth $247K as of Q2 2026.
Okta was a new Inspirion Wealth Advisors position in Q2 2026.
Okta made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #161 holding.
Inspirion Wealth Advisors first reported a position in Okta in Q2 2018 and has held it in 18 quarters since.
Inspirion Wealth Advisors's Okta position peaked at $1.27M in Q2 2019.
817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.