NewEdge Wealth’s Okta OKTA Stock Holding History

NewEdge Wealth’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	$4.23M	Sell	30,977 -25,227	-45%	-$2.37M	0.04%	275
2026 Q1	$4.42M	Sell	56,204 -19,850	-26%	-$1.65M	0.05%	240
2025 Q4	$6.58M	Sell	76,054 -41,942	-36%	-$3.66M	0.07%	183
2025 Q3	$10.3M	Sell	117,996 -42,319	-26%	-$3.95M	0.15%	118
2025 Q2	$15M	Sell	160,315 -20,486	-11%	-$2.19M	0.24%	92
2025 Q1	$19M	Sell	180,801 -97,826	-35%	-$9.56M	0.34%	77
2024 Q4	$22M	Sell	278,627 -3,290	-1%	-$255K	0.38%	70
2024 Q3	$21M	Buy	281,917 +62,344	+28%	+$5.45M	0.38%	71
2024 Q2	$20.6M	Buy	219,573 +43,638	+25%	+$4.13M	0.45%	60
2024 Q1	$16.8M	Sell	175,935 -6,823	-4%	-$629K	0.38%	73
2023 Q4	$16.5M	Buy	182,758 +17,171	+10%	+$1.31M	0.42%	67
2023 Q3	$13.5M	Buy	165,587 +25,162	+18%	+$1.91M	0.43%	68
2023 Q2	$9.74M	Buy	+140,425	New	+$10.7M	0.33%	87

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

NewEdge Wealth's OKTA Position: Q2 2026 in Review

NewEdge Wealth reduced its Okta (OKTA) stake by 45% in Q2 2026, selling an estimated $2.37M and leaving 30,977 shares worth $4.23M. The position accounts for 0.04% of the portfolio, ranked #275.

NewEdge Wealth first reported a position in OKTA in Q2 2023 and has held it in 13 quarters since. The position peaked at $22M in Q4 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

NewEdge Wealth held 30,977 shares of Okta worth $4.23M as of Q2 2026.
NewEdge Wealth sold 25,227 Okta shares in Q2 2026, an estimated $2.37M.
Okta made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #275 holding.
NewEdge Wealth first reported a position in Okta in Q2 2023 and has held it in 13 quarters since.
NewEdge Wealth's Okta position peaked at $22M in Q4 2024.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.