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Laird Norton Wetherby Trust Company’s Okta OKTA Stock Holding History

Laird Norton Wetherby Trust Company’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 		$1.94M Buy
14,253
+196
+1% +$18.4K 0.04% 347
2026
Q1 		$1.11M Buy
14,057
+1,020
+8% +$84.6K 0.02% 459
2025
Q4 		$1.13M Buy
+13,037
New +$1.14M 0.02% 470

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

Laird Norton Wetherby Trust Company's OKTA Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Okta (OKTA) stake by 1.4% in Q2 2026, buying an estimated $18.4K and bringing the position to 14,253 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #347.

Laird Norton Wetherby Trust Company first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 14,253 shares of Okta worth $1.94M as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 196 Okta shares in Q2 2026, an estimated $18.4K.
  • Okta made up 0.04% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #347 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.