LAS
OKTA icon

Lloyd Advisory Services’s Okta OKTA Stock Holding History

Lloyd Advisory Services’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 		– Sell
-24
Closed -$1.89K – 885
2026
Q1 		$1.89K Buy
+24
New +$1.99K ﹤0.01% 674
2022
Q2 		– Sell
-479
Closed -$72K – 403
2022
Q1 		$72K Buy
479
+62
+15% +$11.1K 0.03% 191
2021
Q4 		$93K Buy
417
+80
+24% +$19.1K 0.04% 138
2021
Q3 		$80K Buy
337
+141
+72% +$35K 0.04% 134
2021
Q2 		$48K Buy
196
+64
+48% +$15.4K 0.02% 158
2021
Q1 		$29K Buy
132
+114
+633% +$28.6K 0.02% 187
2020
Q4 		$5K Sell
18
-1
-5% -$238 ﹤0.01% 252
2020
Q3 		$4K Buy
+19
New +$3.96K ﹤0.01% 247

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

Lloyd Advisory Services's OKTA Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Okta (OKTA) in Q2 2026, closing a stake of 24 shares — an estimated $1.89K sold.

Lloyd Advisory Services first reported a position in OKTA in Q3 2020 and held it in 8 quarters. The position peaked at $93K in Q4 2021. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 24 Okta shares in Q2 2026, an estimated $1.89K.
  • Lloyd Advisory Services first reported a position in Okta in Q3 2020 and held it in 8 quarters.
  • Lloyd Advisory Services's Okta position peaked at $93K in Q4 2021.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.