MONECO Advisors’s Okta OKTA Stock Holding History

MONECO 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	$397K	Sell	2,913 -9	-0.3%	-$846	0.02%	410
2026 Q1	$230K	Buy	+2,922	New	+$242K	0.02%	471

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MONECO Advisors's OKTA Position: Q2 2026 in Review

MONECO Advisors reduced its Okta (OKTA) stake by 0.31% in Q2 2026, selling an estimated $846 and leaving 2,913 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #410.

MONECO Advisors first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

MONECO Advisors held 2,913 shares of Okta worth $397K as of Q2 2026.
MONECO Advisors sold 9 Okta shares in Q2 2026, an estimated $846.
Okta made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #410 holding.
MONECO Advisors first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.