Kestra Advisory Services
OKTA icon

Kestra Advisory Services’s Okta OKTA Stock Holding History

Kestra 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
Q3 		$3.07M Buy
14,698
+2,997
+26% +$474K 0.01% 1165
2026
Q2 		$1.6M Buy
11,701
+1,555
+15% +$146K 0.01% 1493
2026
Q1 		$799K Buy
10,146
+461
+5% +$38.3K ﹤0.01% 1887
2025
Q4 		$837K Buy
9,685
+166
+2% +$14.5K ﹤0.01% 1781
2025
Q3 		$873K Sell
9,519
-895
-9% -$83.6K ﹤0.01% 1677
2025
Q2 		$1.04M Buy
10,414
+1,372
+15% +$147K 0.01% 1454
2025
Q1 		$951K Buy
9,042
+470
+5% +$45.9K ﹤0.01% 1419
2024
Q4 		$675K Sell
8,572
-1,027
-11% -$79.6K ﹤0.01% 1661
2024
Q3 		$714K Sell
9,599
-686
-7% -$59.9K ﹤0.01% 1532
2024
Q2 		$905K Buy
10,285
+1,457
+17% +$138K 0.01% 1380
2024
Q1 		$924K Buy
8,828
+1,045
+13% +$96.4K 0.01% 1290
2023
Q4 		$705K Buy
7,783
+565
+8% +$43.1K 0.01% 1320
2023
Q3 		$588K Buy
7,218
+681
+10% +$51.6K 0.01% 1276
2023
Q2 		$453K Buy
6,537
+553
+9% +$42K ﹤0.01% 1375
2023
Q1 		$516K Sell
5,984
-37
-0.6% -$2.82K 0.01% 1260
2022
Q4 		$411K Sell
6,021
-24
-0.4% -$1.37K ﹤0.01% 1525
2022
Q3 		$344K Buy
6,045
+712
+13% +$61.3K ﹤0.01% 1529
2022
Q2 		$482K Sell
5,333
-3,659
-41% -$395K 0.01% 1352
2022
Q1 		$1.36M Sell
8,992
-46
-0.5% -$8.24K 0.01% 824
2021
Q4 		$2.03M Sell
9,038
-799
-8% -$190K 0.02% 677
2021
Q3 		$2.34M Sell
9,837
-1,214
-11% -$301K 0.02% 650
2021
Q2 		$2.7M Sell
11,051
-869
-7% -$210K 0.03% 542
2021
Q1 		$2.63M Buy
11,920
+1,471
+14% +$370K 0.03% 511
2020
Q4 		$2.72M Buy
10,449
+10,346
+10,045% +$2.46M 0.03% 497
2020
Q3 		$1.55M Buy
+103
New +$21.5K 0.03% 493

Other funds holding OKTA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Kestra Advisory Services's OKTA Position: Q3 2026 in Review

Kestra Advisory Services increased its Okta (OKTA) stake by 26% in Q3 2026, buying an estimated $474K and bringing the position to 14,698 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #1165.

Kestra Advisory Services first reported a position in OKTA in Q3 2020 and has held it in 25 quarters since. 520 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Kestra Advisory Services held 14,698 shares of Okta worth $3.07M as of Q3 2026.
  • Kestra Advisory Services bought 2,997 Okta shares in Q3 2026, an estimated $474K.
  • Okta made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1165 holding.
  • Kestra Advisory Services first reported a position in Okta in Q3 2020 and has held it in 25 quarters since.
  • 520 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.