MCA
OKTA icon

McGuire Capital Advisors’s Okta OKTA Stock Holding History

McGuire Capital Advisors’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 		$24K Buy
176
+70
+66% +$6.58K 0.01% 300
2026
Q1 		$8.34K Hold
106
– – 0.01% 429
2025
Q4 		$9.17K Buy
+106
New +$9.25K 0.01% 425

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

McGuire Capital Advisors's OKTA Position: Q2 2026 in Review

McGuire Capital Advisors increased its Okta (OKTA) stake by 66% in Q2 2026, buying an estimated $6.58K and bringing the position to 176 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #300.

McGuire Capital Advisors 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.

  • McGuire Capital Advisors held 176 shares of Okta worth $24K as of Q2 2026.
  • McGuire Capital Advisors bought 70 Okta shares in Q2 2026, an estimated $6.58K.
  • Okta made up 0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #300 holding.
  • McGuire Capital Advisors 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 McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.