Plante Moran Financial Advisors’s Okta OKTA Stock Holding History

Plante Moran Financial 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	$273	Buy	+2	New	+$188	﹤0.01%	1340
2024 Q3	–	Sell	-12	Closed	-$1.12K	–	904
2024 Q2	$1.12K	Hold	12	–	–	﹤0.01%	722
2024 Q1	$1.25K	Sell	12 -30	-71%	-$2.77K	﹤0.01%	780
2023 Q4	$3.8K	Buy	+42	New	+$3.2K	﹤0.01%	669
2023 Q3	–	Sell	-15	Closed	-$1.04K	–	834
2023 Q2	$1.04K	Buy	+15	New	+$1.14K	﹤0.01%	728
2021 Q2	–	Sell	-20	Closed	-$4K	–	1048
2021 Q1	$4K	Hold	20	–	–	﹤0.01%	821
2020 Q4	$5K	Hold	20	–	–	﹤0.01%	701
2020 Q3	$4K	Hold	20	–	–	﹤0.01%	723
2020 Q2	$4K	Hold	20	–	–	﹤0.01%	619
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	655
2019 Q4	$2K	Sell	20 -995	-98%	-$115K	﹤0.01%	698
2019 Q3	$100K	Buy	1,015 +1,000	+6,667%	+$125K	0.03%	241
2019 Q2	$2K	Buy	15 +5	+50%	+$543	﹤0.01%	734
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	750
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	821
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	733
2018 Q2	$1K	Buy	+10	New	+$476	﹤0.01%	775

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's OKTA Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Okta (OKTA) in Q2 2026: 2 shares worth $273. The stake represents ﹤0.01% of the portfolio and ranks #1340 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in OKTA as recently as Q2 2024.

Plante Moran Financial Advisors first reported a position in OKTA in Q2 2018 and has held it in 17 quarters since. The position peaked at $100K in Q3 2019. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Plante Moran Financial Advisors held 2 shares of Okta worth $273 as of Q2 2026.
Okta was a new Plante Moran Financial Advisors position in Q2 2026.
Okta made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1340 holding.
Plante Moran Financial Advisors first reported a position in Okta in Q2 2018 and has held it in 17 quarters since.
Plante Moran Financial Advisors's Okta position peaked at $100K in Q3 2019.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.