Johnson Financial Group Inc (Wisconsin)’s Okta OKTA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-5	Closed	-$394	–	911
2026 Q1	$394	Hold	5	–	–	﹤0.01%	870
2025 Q4	$433	Sell	5 -897	-99%	-$78.3K	﹤0.01%	910
2025 Q3	$82.7K	Buy	+902	New	+$84.2K	﹤0.01%	480
2025 Q2	–	Sell	-1,893	Closed	-$199K	–	850
2025 Q1	$199K	Buy	1,893 +1,122	+146%	+$110K	0.01%	353
2024 Q4	$72.6K	Buy	+771	New	+$59.8K	﹤0.01%	418
2024 Q1	–	Sell	-4	Closed	-$363	–	931
2023 Q4	$363	Buy	+4	New	+$305	﹤0.01%	853
2022 Q4	–	Sell	-10	Closed	-$1K	–	657
2022 Q3	$1K	Buy	10 +4	+67%	+$344	﹤0.01%	620
2022 Q2	$1K	Buy	+6	New	+$648	﹤0.01%	652

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

Johnson Financial Group Inc (Wisconsin)'s OKTA Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Okta (OKTA) in Q2 2026, closing a stake of 5 shares — an estimated $394 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in OKTA in Q2 2022 and held it in 8 quarters. The position peaked at $199K in Q1 2025. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 5 Okta shares in Q2 2026, an estimated $394.
Johnson Financial Group Inc (Wisconsin) first reported a position in Okta in Q2 2022 and held it in 8 quarters.
Johnson Financial Group Inc (Wisconsin)'s Okta position peaked at $199K in Q1 2025.
816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.