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Quaker Wealth Management’s Okta OKTA Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-4
Closed -$421 – 1445
2025
Q1 		$421 Buy
+4
New +$391 ﹤0.01% 680

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

Quaker Wealth Management's OKTA Position: Q2 2026 in Review

Quaker Wealth Management increased its Okta (OKTA) stake by 60% in Q2 2026, buying an estimated $282 and bringing the position to 8 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Quaker Wealth Management first reported a position in OKTA in Q2 2025 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Quaker Wealth Management held 8 shares of Okta worth $1.09K as of Q2 2026.
  • Quaker Wealth Management bought 3 Okta shares in Q2 2026, an estimated $282.
  • Okta made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #560 holding.
  • Quaker Wealth Management first reported a position in Okta in Q2 2025 and has held it in 5 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.