KPWS
OKTA icon

Kestra Private Wealth Services’s Okta OKTA Stock Holding History

Kestra Private Wealth 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 		$373K Sell
2,732
-491
-15% -$46.2K ﹤0.01% 1401
2026
Q1 		$254K Sell
3,223
-1,115
-26% -$92.5K ﹤0.01% 1529
2025
Q4 		$375K Sell
4,338
-542
-11% -$47.3K ﹤0.01% 1318
2025
Q3 		$447K Sell
4,880
-225
-4% -$21K 0.01% 1159
2025
Q2 		$510K Sell
5,105
-293
-5% -$31.3K 0.01% 1025
2025
Q1 		$568K Buy
+5,398
New +$527K 0.01% 897

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

Kestra Private Wealth Services's OKTA Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Okta (OKTA) stake by 15% in Q2 2026, selling an estimated $46.2K and leaving 2,732 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Kestra Private Wealth Services first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $568K in Q1 2025. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Kestra Private Wealth Services held 2,732 shares of Okta worth $373K as of Q2 2026.
  • Kestra Private Wealth Services sold 491 Okta shares in Q2 2026, an estimated $46.2K.
  • Okta made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1401 holding.
  • Kestra Private Wealth Services first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • Kestra Private Wealth Services's Okta position peaked at $568K in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

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