Retirement Planning Group (Kansas)’s Okta OKTA Stock Holding History

Retirement Planning Group (Kansas)’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	$241K	Buy	+1,769	New	+$166K	0.01%	485

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 $3.37T AUM 44.26% 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

Retirement Planning Group (Kansas)'s OKTA Position: Q2 2026 in Review

Retirement Planning Group (Kansas) opened a new position in Okta (OKTA) in Q2 2026: 1,769 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #485 among its holdings.

817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Retirement Planning Group (Kansas) held 1,769 shares of Okta worth $241K as of Q2 2026.
Okta was a new Retirement Planning Group (Kansas) position in Q2 2026.
Okta made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #485 holding.
817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.