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Resonant Capital Advisors’s Okta OKTA Stock Holding History

Resonant Capital 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 		$721K Sell
5,281
-240
-4% -$22.6K 0.03% 232
2026
Q1 		$435K Buy
5,521
+421
+8% +$34.9K 0.02% 293
2025
Q4 		$441K Buy
5,100
+465
+10% +$40.6K 0.02% 264
2025
Q3 		$425K Sell
4,635
-136
-3% -$12.7K 0.02% 268
2025
Q2 		$477K Buy
4,771
+334
+8% +$35.7K 0.03% 244
2025
Q1 		$467K Buy
4,437
+411
+10% +$40.1K 0.03% 220
2024
Q4 		$317K Buy
4,026
+48
+1% +$3.72K 0.02% 260
2024
Q3 		$296K Buy
3,978
+283
+8% +$24.7K 0.02% 283
2024
Q2 		$346K Sell
3,695
-9
-0.2% -$852 0.03% 244
2024
Q1 		$388K Buy
3,704
+298
+9% +$27.5K 0.03% 224
2023
Q4 		$308K Buy
+3,406
New +$260K 0.03% 233

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

Resonant Capital Advisors's OKTA Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Okta (OKTA) stake by 4.3% in Q2 2026, selling an estimated $22.6K and leaving 5,281 shares worth $721K. The position accounts for 0.03% of the portfolio, ranked #232.

Resonant Capital Advisors first reported a position in OKTA in Q4 2023 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Resonant Capital Advisors held 5,281 shares of Okta worth $721K as of Q2 2026.
  • Resonant Capital Advisors sold 240 Okta shares in Q2 2026, an estimated $22.6K.
  • Okta made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #232 holding.
  • Resonant Capital Advisors first reported a position in Okta in Q4 2023 and has held it in 11 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.