JWCA
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J.W. Cole Advisors’s Okta OKTA Stock Holding History

J.W. Cole 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 		$366K Buy
+2,681
New +$252K 0.01% 1170
2026
Q1 		– Sell
-6,535
Closed -$550K – 1254
2025
Q4 		$550K Sell
6,535
-924
-12% -$80.6K 0.01% 856
2025
Q3 		$684K Buy
7,459
+862
+13% +$80.5K 0.01% 871
2025
Q2 		$660K Buy
6,597
+1,952
+42% +$208K 0.01% 822
2025
Q1 		$489K Buy
4,645
+1,473
+46% +$144K 0.02% 776
2024
Q4 		$250K Buy
3,172
+299
+10% +$23.2K 0.01% 838
2024
Q3 		$214K Buy
+2,873
New +$251K 0.01% 884
2020
Q4 		– Sell
-1,480
Closed -$316K – 805
2020
Q3 		$316K Buy
+1,480
New +$309K 0.02% 527

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

J.W. Cole Advisors's OKTA Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Okta (OKTA) in Q2 2026: 2,681 shares worth $366K. The stake represents 0.01% of the portfolio and ranks #1170 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in OKTA as recently as Q4 2025.

J.W. Cole Advisors first reported a position in OKTA in Q3 2020 and has held it in 8 quarters since. The position peaked at $684K in Q3 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • J.W. Cole Advisors held 2,681 shares of Okta worth $366K as of Q2 2026.
  • Okta was a new J.W. Cole Advisors position in Q2 2026.
  • Okta made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1170 holding.
  • J.W. Cole Advisors first reported a position in Okta in Q3 2020 and has held it in 8 quarters since.
  • J.W. Cole Advisors's Okta position peaked at $684K in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.