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SHP Wealth Management’s Okta OKTA Stock Holding History

SHP Wealth Management’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 		$41.5K Sell
304
-27
-8% -$2.54K ﹤0.01% 588
2026
Q1 		$26.1K Buy
331
+22
+7% +$1.83K ﹤0.01% 657
2025
Q4 		$26.7K Buy
+309
New +$27K ﹤0.01% 617

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 $3.38T AUM 44.17% 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

SHP Wealth Management's OKTA Position: Q2 2026 in Review

SHP Wealth Management reduced its Okta (OKTA) stake by 8.2% in Q2 2026, selling an estimated $2.54K and leaving 304 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

SHP Wealth Management first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • SHP Wealth Management held 304 shares of Okta worth $41.5K as of Q2 2026.
  • SHP Wealth Management sold 27 Okta shares in Q2 2026, an estimated $2.54K.
  • Okta made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #588 holding.
  • SHP Wealth Management first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.