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Kelleher Financial Advisors’s Okta OKTA Stock Holding History

Kelleher Financial 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 		$16.4K Buy
120
+60
+100% +$5.64K ﹤0.01% 573
2026
Q1 		$4.72K Hold
60
– – ﹤0.01% 595
2025
Q4 		$5.19K Hold
60
– – ﹤0.01% 620
2025
Q3 		$5.5K Buy
+60
New +$5.6K ﹤0.01% 546

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

Kelleher Financial Advisors's OKTA Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Okta (OKTA) stake by 100% in Q2 2026, buying an estimated $5.64K and bringing the position to 120 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Kelleher Financial Advisors first reported a position in OKTA in Q3 2025 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Kelleher Financial Advisors held 120 shares of Okta worth $16.4K as of Q2 2026.
  • Kelleher Financial Advisors bought 60 Okta shares in Q2 2026, an estimated $5.64K.
  • Okta made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #573 holding.
  • Kelleher Financial Advisors first reported a position in Okta in Q3 2025 and has held it in 4 quarters since.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.