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ORG Wealth Partners’s Okta OKTA Stock Holding History

ORG Wealth 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 		$2.92M Buy
21,388
+1,299
+6% +$122K 0.44% 28
2026
Q1 		$1.58M Buy
20,089
+4,394
+28% +$365K 0.31% 50
2025
Q4 		$1.36M Buy
15,695
+1,298
+9% +$113K 0.32% 52
2025
Q3 		$1.32M Buy
14,397
+381
+3% +$35.6K 0.28% 53
2025
Q2 		$1.38M Buy
14,016
+1,289
+10% +$138K 0.33% 45
2025
Q1 		$1.33M Buy
+12,727
New +$1.24M 0.41% 42

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 $3.37T AUM 44.26% 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

ORG Wealth Partners's OKTA Position: Q2 2026 in Review

ORG Wealth Partners increased its Okta (OKTA) stake by 6.5% in Q2 2026, buying an estimated $122K and bringing the position to 21,388 shares worth $2.92M. The position accounts for 0.44% of the portfolio, ranked #28.

ORG Wealth Partners first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • ORG Wealth Partners held 21,388 shares of Okta worth $2.92M as of Q2 2026.
  • ORG Wealth Partners bought 1,299 Okta shares in Q2 2026, an estimated $122K.
  • Okta made up 0.44% of ORG Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • ORG Wealth Partners first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.