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Principia Wealth Advisory’s Okta OKTA Stock Holding History

Principia Wealth Advisory’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 		$3K Buy
22
+8
+57% +$752 ﹤0.01% 486
2026
Q1 		$1.1K Buy
14
+9
+180% +$747 ﹤0.01% 686
2025
Q4 		$432 Sell
5
-6
-55% -$524 ﹤0.01% 840
2025
Q3 		$1.01K Hold
11
– – ﹤0.01% 639
2025
Q2 		$1.1K Buy
11
+3
+38% +$320 ﹤0.01% 539
2025
Q1 		$814 Hold
8
– – ﹤0.01% 446
2024
Q4 		$630 Buy
+8
New +$620 ﹤0.01% 481

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

Principia Wealth Advisory's OKTA Position: Q2 2026 in Review

Principia Wealth Advisory increased its Okta (OKTA) stake by 57% in Q2 2026, buying an estimated $752 and bringing the position to 22 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Principia Wealth Advisory first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Principia Wealth Advisory held 22 shares of Okta worth $3K as of Q2 2026.
  • Principia Wealth Advisory bought 8 Okta shares in Q2 2026, an estimated $752.
  • Okta made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #486 holding.
  • Principia Wealth Advisory first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.