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Salomon & Ludwin’s Okta OKTA Stock Holding History

Salomon & Ludwin’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 		$49K Hold
349
– – ﹤0.01% 549
2026
Q1 		$28K Buy
349
+322
+1,193% +$26.7K ﹤0.01% 831
2025
Q4 		$2.37K Sell
27
-37
-58% -$3.23K ﹤0.01% 1972
2025
Q3 		$5.97K Sell
64
-11
-15% -$1.03K ﹤0.01% 1636
2025
Q2 		$7.36K Buy
+75
New +$8.01K ﹤0.01% 518
2024
Q4 		– Sell
-42
Closed -$3.12K – 740
2024
Q3 		$3.12K Buy
+42
New +$3.67K ﹤0.01% 566

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

Salomon & Ludwin's OKTA Position: Q2 2026 in Review

Salomon & Ludwin held its Okta (OKTA) position steady in Q2 2026 at 349 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Salomon & Ludwin first reported a position in OKTA in Q3 2024 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Salomon & Ludwin held 349 shares of Okta worth $49K as of Q2 2026.
  • Salomon & Ludwin left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #549 holding.
  • Salomon & Ludwin first reported a position in Okta in Q3 2024 and has held it in 6 quarters since.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.