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LifeSteps Financial’s Okta OKTA Stock Holding History

LifeSteps Financial’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 		$5.73K Buy
+42
New +$3.95K ﹤0.01% 514
2024
Q2 		– Sell
-60
Closed -$6.28K – 303
2024
Q1 		$6.28K Buy
+60
New +$5.54K ﹤0.01% 330

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

LifeSteps Financial's OKTA Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Okta (OKTA) in Q2 2026: 42 shares worth $5.73K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in OKTA as recently as Q1 2024.

LifeSteps Financial first reported a position in OKTA in Q1 2024 and has held it in 2 quarters since. The position peaked at $6.28K in Q1 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • LifeSteps Financial held 42 shares of Okta worth $5.73K as of Q2 2026.
  • Okta was a new LifeSteps Financial position in Q2 2026.
  • Okta made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #514 holding.
  • LifeSteps Financial first reported a position in Okta in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Okta position peaked at $6.28K in Q1 2024.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.