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Integrated Wealth Concepts’s Okta OKTA Stock Holding History

Integrated Wealth Concepts’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 		$324K Sell
2,376
-6,241
-72% -$587K ﹤0.01% 1927
2026
Q1 		$678K Buy
+8,617
New +$715K 0.01% 1355
2025
Q4 		– Sell
-11,801
Closed -$1.08M – 1917
2025
Q3 		$1.08M Buy
11,801
+5,513
+88% +$515K 0.01% 937
2025
Q2 		$629K Buy
6,288
+4,146
+194% +$443K 0.01% 1150
2025
Q1 		$225K Buy
+2,142
New +$209K ﹤0.01% 1564
2024
Q4 		– Sell
-3,597
Closed -$267K – 1763
2024
Q3 		$267K Sell
3,597
-101
-3% -$8.82K ﹤0.01% 1416
2024
Q2 		$346K Buy
3,698
+76
+2% +$7.2K ﹤0.01% 1239
2024
Q1 		$379K Buy
3,622
+323
+10% +$29.8K 0.01% 1186
2023
Q4 		$299K Buy
3,299
+11
+0.3% +$839 ﹤0.01% 1272
2023
Q3 		$268K Sell
3,288
-18
-0.5% -$1.36K ﹤0.01% 1282
2023
Q2 		$229K Buy
3,306
+99
+3% +$7.52K ﹤0.01% 1352
2023
Q1 		$277K Buy
+3,207
New +$244K 0.01% 1091

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's OKTA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Okta (OKTA) stake by 72% in Q2 2026, selling an estimated $587K and leaving 2,376 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Integrated Wealth Concepts first reported a position in OKTA in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q3 2025. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Integrated Wealth Concepts held 2,376 shares of Okta worth $324K as of Q2 2026.
  • Integrated Wealth Concepts sold 6,241 Okta shares in Q2 2026, an estimated $587K.
  • Okta made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1927 holding.
  • Integrated Wealth Concepts first reported a position in Okta in Q1 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Okta position peaked at $1.08M in Q3 2025.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.