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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
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 		$2.33M 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

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

Kestra Advisory Services's OKTA Position: Q2 2026 in Review

Kestra Advisory Services increased its Okta (OKTA) stake by 15% in Q2 2026, buying an estimated $146K and bringing the position to 11,701 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #1493.

Kestra Advisory Services first reported a position in OKTA in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.72M in Q4 2020. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Kestra Advisory Services held 11,701 shares of Okta worth $1.6M as of Q2 2026.
  • Kestra Advisory Services bought 1,555 Okta shares in Q2 2026, an estimated $146K.
  • Okta made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1493 holding.
  • Kestra Advisory Services first reported a position in Okta in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Okta position peaked at $2.72M in Q4 2020.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.