KWM
OKTA icon

Kingsview Wealth Management’s Okta OKTA Stock Holding History

Kingsview Wealth Management’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 		$326K Sell
2,392
-1,571
-40% -$148K ﹤0.01% 1152
2026
Q1 		$312K Buy
3,963
+1,510
+62% +$125K ﹤0.01% 1067
2025
Q4 		$212K Buy
2,453
+267
+12% +$23.3K ﹤0.01% 1152
2025
Q3 		$200K Buy
+2,186
New +$204K ﹤0.01% 1146
2022
Q2 		– Sell
-1,422
Closed -$215K – 892
2022
Q1 		$215K Sell
1,422
-39
-3% -$6.99K 0.01% 800
2021
Q4 		$328K Sell
1,461
-43
-3% -$10.2K 0.01% 692
2021
Q3 		$357K Sell
1,504
-99
-6% -$24.6K 0.02% 636
2021
Q2 		$386K Buy
1,603
+58
+4% +$14K 0.02% 632
2021
Q1 		$355K Buy
1,545
+76
+5% +$19.1K 0.02% 592
2020
Q4 		$374K Sell
1,469
-244
-14% -$58K 0.03% 511
2020
Q3 		$366K Sell
1,713
-1,353
-44% -$282K 0.03% 436
2020
Q2 		$614K Buy
3,066
+1,294
+73% +$220K 0.06% 290
2020
Q1 		$217K Buy
+1,772
New +$222K 0.03% 411
2019
Q3 		– Sell
-1,707
Closed -$211K – 474
2019
Q2 		$211K Buy
+1,707
New +$185K 0.04% 385

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

Kingsview Wealth Management's OKTA Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Okta (OKTA) stake by 40% in Q2 2026, selling an estimated $148K and leaving 2,392 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Kingsview Wealth Management first reported a position in OKTA in Q2 2019 and has held it in 14 quarters since. The position peaked at $614K in Q2 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Kingsview Wealth Management held 2,392 shares of Okta worth $326K as of Q2 2026.
  • Kingsview Wealth Management sold 1,571 Okta shares in Q2 2026, an estimated $148K.
  • Okta made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1152 holding.
  • Kingsview Wealth Management first reported a position in Okta in Q2 2019 and has held it in 14 quarters since.
  • Kingsview Wealth Management's Okta position peaked at $614K in Q2 2020.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.