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Private Advisory Group’s Okta OKTA Stock Holding History

Private Advisory Group’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 		$1.16M Sell
8,537
-3,670
-30% -$345K 0.06% 163
2026
Q1 		$961K Buy
+12,207
New +$1.01M 0.06% 152
2020
Q3 		– Sell
-2,592
Closed -$519K – 115
2020
Q2 		$519K Buy
+2,592
New +$440K 0.21% 70

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

Private Advisory Group's OKTA Position: Q2 2026 in Review

Private Advisory Group reduced its Okta (OKTA) stake by 30% in Q2 2026, selling an estimated $345K and leaving 8,537 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #163.

Private Advisory Group first reported a position in OKTA in Q2 2020 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Private Advisory Group held 8,537 shares of Okta worth $1.16M as of Q2 2026.
  • Private Advisory Group sold 3,670 Okta shares in Q2 2026, an estimated $345K.
  • Okta made up 0.06% of Private Advisory Group's portfolio in Q2 2026, its #163 holding.
  • Private Advisory Group first reported a position in Okta in Q2 2020 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.