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Keating Financial Advisory Services’s Okta OKTA Stock Holding History

Keating Financial Advisory Services’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 		$23.2K Buy
170
+78
+85% +$7.33K ﹤0.01% 929
2026
Q1 		$7.24K Buy
92
+6
+7% +$498 ﹤0.01% 1256
2025
Q4 		$7.44K Buy
+86
New +$7.5K ﹤0.01% 1181

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

Keating Financial Advisory Services's OKTA Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Okta (OKTA) stake by 85% in Q2 2026, buying an estimated $7.33K and bringing the position to 170 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Keating Financial Advisory Services first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Keating Financial Advisory Services held 170 shares of Okta worth $23.2K as of Q2 2026.
  • Keating Financial Advisory Services bought 78 Okta shares in Q2 2026, an estimated $7.33K.
  • Okta made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #929 holding.
  • Keating Financial Advisory Services first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.