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Larson Financial Group’s Okta OKTA Stock Holding History

Larson Financial Group’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 		$118K Sell
863
-2,268
-72% -$213K ﹤0.01% 1095
2026
Q1 		$246K Buy
3,131
+2,565
+453% +$213K 0.01% 656
2025
Q4 		$48.9K Sell
566
-593
-51% -$51.7K ﹤0.01% 1238
2025
Q3 		$106K Buy
1,159
+589
+103% +$55K ﹤0.01% 875
2025
Q2 		$57K Sell
570
-137
-19% -$14.6K ﹤0.01% 1026
2025
Q1 		$74.4K Buy
707
+689
+3,828% +$67.3K ﹤0.01% 879
2024
Q4 		$1.42K Sell
18
-14
-44% -$1.08K ﹤0.01% 1953
2024
Q3 		$2.38K Buy
32
+19
+146% +$1.66K ﹤0.01% 1825
2024
Q2 		$1.22K Buy
13
+12
+1,200% +$1.14K ﹤0.01% 1671
2024
Q1 		$105 Hold
1
– – ﹤0.01% 1698
2023
Q4 		$91 Buy
+1
New +$76 ﹤0.01% 1719
2023
Q1 		– Sell
-16
Closed -$1.09K – 1588
2022
Q4 		$1.09K Hold
16
– – ﹤0.01% 1281
2022
Q3 		$1K Hold
16
– – ﹤0.01% 1225
2022
Q2 		$1K Hold
16
– – ﹤0.01% 1126
2022
Q1 		$2K Sell
16
-4
-20% -$717 ﹤0.01% 927
2021
Q4 		$4K Buy
20
+4
+25% +$953 ﹤0.01% 860
2021
Q3 		$4K Hold
16
– – ﹤0.01% 723
2021
Q2 		$4K Sell
16
-85
-84% -$20.5K ﹤0.01% 655
2021
Q1 		$22K Hold
101
– – 0.01% 394
2020
Q4 		$26K Hold
101
– – 0.01% 319
2020
Q3 		$22K Hold
101
– – 0.01% 303
2020
Q2 		$20K Buy
+101
New +$17.1K 0.01% 285

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

Larson Financial Group's OKTA Position: Q2 2026 in Review

Larson Financial Group reduced its Okta (OKTA) stake by 72% in Q2 2026, selling an estimated $213K and leaving 863 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Larson Financial Group first reported a position in OKTA in Q2 2020 and has held it in 22 quarters since. The position peaked at $246K in Q1 2026. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Larson Financial Group held 863 shares of Okta worth $118K as of Q2 2026.
  • Larson Financial Group sold 2,268 Okta shares in Q2 2026, an estimated $213K.
  • Okta made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1095 holding.
  • Larson Financial Group first reported a position in Okta in Q2 2020 and has held it in 22 quarters since.
  • Larson Financial Group's Okta position peaked at $246K in Q1 2026.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.