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Sequoia Financial Advisors’s Okta OKTA Stock Holding History

Sequoia Financial 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 		$758K Sell
5,553
-133
-2% -$12.5K ﹤0.01% 1079
2026
Q1 		$448K Buy
5,686
+600
+12% +$49.8K ﹤0.01% 1332
2025
Q4 		$440K Buy
5,086
+2,243
+79% +$196K ﹤0.01% 1348
2025
Q3 		$261K Sell
2,843
-578
-17% -$54K ﹤0.01% 1471
2025
Q2 		$342K Buy
3,421
+903
+36% +$96.4K ﹤0.01% 1193
2025
Q1 		$265K Buy
+2,518
New +$246K ﹤0.01% 1115
2024
Q2 		– Sell
-2,048
Closed -$214K – 1272
2024
Q1 		$214K Buy
+2,048
New +$189K ﹤0.01% 1025

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

Sequoia Financial Advisors's OKTA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Okta (OKTA) stake by 2.3% in Q2 2026, selling an estimated $12.5K and leaving 5,553 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Sequoia Financial Advisors first reported a position in OKTA in Q1 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Sequoia Financial Advisors held 5,553 shares of Okta worth $758K as of Q2 2026.
  • Sequoia Financial Advisors sold 133 Okta shares in Q2 2026, an estimated $12.5K.
  • Okta made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1079 holding.
  • Sequoia Financial Advisors first reported a position in Okta in Q1 2024 and has held it in 7 quarters since.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.