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Money Concepts Capital’s Okta OKTA Stock Holding History

Money Concepts Capital’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 		$236K Buy
+1,733
New +$163K 0.01% 571
2023
Q1 		– Sell
-885
Closed -$60.5K – 2096
2022
Q4 		$60.5K Buy
885
+863
+3,923% +$49.3K ﹤0.01% 1175
2022
Q3 		$1K Hold
22
– – ﹤0.01% 1489
2022
Q2 		$2K Sell
22
-946
-98% -$102K ﹤0.01% 1333
2022
Q1 		$146K Buy
+968
New +$174K 0.01% 853

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

Money Concepts Capital's OKTA Position: Q2 2026 in Review

Money Concepts Capital opened a new position in Okta (OKTA) in Q2 2026: 1,733 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in OKTA as recently as Q4 2022.

Money Concepts Capital first reported a position in OKTA in Q1 2022 and has held it in 5 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Money Concepts Capital held 1,733 shares of Okta worth $236K as of Q2 2026.
  • Okta was a new Money Concepts Capital position in Q2 2026.
  • Okta made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #571 holding.
  • Money Concepts Capital first reported a position in Okta in Q1 2022 and has held it in 5 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.