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Kingswood Wealth Advisors’s Okta OKTA Stock Holding History

Kingswood Wealth 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 		$210K Buy
+1,537
New +$145K 0.01% 929
2025
Q4 		– Sell
-2,397
Closed -$220K – 898
2025
Q3 		$220K Buy
2,397
+327
+16% +$30.5K 0.01% 736
2025
Q2 		$207K Sell
2,070
-323
-13% -$34.5K 0.02% 697
2025
Q1 		$252K Buy
+2,393
New +$234K 0.02% 608
2024
Q3 		– Sell
-2,624
Closed -$246K – 729
2024
Q2 		$246K Buy
2,624
+298
+13% +$28.2K 0.02% 581
2024
Q1 		$243K Sell
2,326
-867
-27% -$80K 0.03% 541
2023
Q4 		$289K Buy
3,193
+463
+17% +$35.3K 0.03% 484
2023
Q3 		$223K Buy
+2,730
New +$207K 0.04% 370

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

Kingswood Wealth Advisors's OKTA Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Okta (OKTA) in Q2 2026: 1,537 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #929 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in OKTA as recently as Q3 2025.

Kingswood Wealth Advisors first reported a position in OKTA in Q3 2023 and has held it in 8 quarters since. The position peaked at $289K in Q4 2023. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Kingswood Wealth Advisors held 1,537 shares of Okta worth $210K as of Q2 2026.
  • Okta was a new Kingswood Wealth Advisors position in Q2 2026.
  • Okta made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #929 holding.
  • Kingswood Wealth Advisors first reported a position in Okta in Q3 2023 and has held it in 8 quarters since.
  • Kingswood Wealth Advisors's Okta position peaked at $289K in Q4 2023.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.