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Schulz Wealth’s Okta OKTA Stock Holding History

Schulz Wealth’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 		$312K Buy
+2,284
New +$215K 0.16% 59
2025
Q4 		– Sell
-2,284
Closed -$209K – 65
2025
Q3 		$209K Hold
2,284
– – 0.14% 64
2025
Q2 		$228K Hold
2,284
– – 0.17% 62
2025
Q1 		$240K Buy
+2,284
New +$223K 0.18% 57
2024
Q3 		– Sell
-2,284
Closed -$214K – 59
2024
Q2 		$214K Hold
2,284
– – 0.18% 54
2024
Q1 		$239K Hold
2,284
– – 0.2% 50
2023
Q4 		$207K Buy
+2,284
New +$174K 0.2% 53

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

Schulz Wealth's OKTA Position: Q2 2026 in Review

Schulz Wealth opened a new position in Okta (OKTA) in Q2 2026: 2,284 shares worth $312K. The stake represents 0.16% of the portfolio and ranks #59 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in OKTA as recently as Q3 2025.

Schulz Wealth first reported a position in OKTA in Q4 2023 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Schulz Wealth held 2,284 shares of Okta worth $312K as of Q2 2026.
  • Okta was a new Schulz Wealth position in Q2 2026.
  • Okta made up 0.16% of Schulz Wealth's portfolio in Q2 2026, its #59 holding.
  • Schulz Wealth first reported a position in Okta in Q4 2023 and has held it in 7 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.