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McDonald Partners’s Okta OKTA Stock Holding History

McDonald Partners’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 		$8.46K Buy
+62
New +$5.83K ﹤0.01% 494
2022
Q1 		– Sell
-21
Closed -$4.71K – 582
2021
Q4 		$4.71K Buy
+21
New +$5K ﹤0.01% 254

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

McDonald Partners's OKTA Position: Q2 2026 in Review

McDonald Partners opened a new position in Okta (OKTA) in Q2 2026: 62 shares worth $8.46K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: McDonald Partners previously reported a position in OKTA as recently as Q4 2021.

McDonald Partners first reported a position in OKTA in Q4 2021 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • McDonald Partners held 62 shares of Okta worth $8.46K as of Q2 2026.
  • Okta was a new McDonald Partners position in Q2 2026.
  • Okta made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #494 holding.
  • McDonald Partners first reported a position in Okta in Q4 2021 and has held it in 2 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.