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Institute for Wealth Management’s Okta OKTA Stock Holding History

Institute for Wealth Management’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 		$24.3K Buy
+178
New +$16.7K ﹤0.01% 1069
2022
Q1 		– Sell
-962
Closed -$216K – 559
2021
Q4 		$216K Buy
+962
New +$229K 0.04% 457
2021
Q3 		– Sell
-838
Closed -$205K – 497
2021
Q2 		$205K Buy
+838
New +$202K 0.04% 459

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Institute for Wealth Management's OKTA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Okta (OKTA) in Q2 2026: 178 shares worth $24.3K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in OKTA as recently as Q4 2021.

Institute for Wealth Management first reported a position in OKTA in Q2 2021 and has held it in 3 quarters since. The position peaked at $216K in Q4 2021. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Institute for Wealth Management held 178 shares of Okta worth $24.3K as of Q2 2026.
  • Okta was a new Institute for Wealth Management position in Q2 2026.
  • Okta made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1069 holding.
  • Institute for Wealth Management first reported a position in Okta in Q2 2021 and has held it in 3 quarters since.
  • Institute for Wealth Management's Okta position peaked at $216K in Q4 2021.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.