Sound Income Strategies’s Okta OKTA Stock Holding History

Sound Income Strategies’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	–	Sell	-30	Closed	-$2.37K	–	1779
2026 Q1	$2.37K	Hold	30	–	–	﹤0.01%	2107
2025 Q4	$2.69K	Hold	30	–	–	﹤0.01%	2051
2025 Q3	$2.81K	Hold	30	–	–	﹤0.01%	1291
2025 Q2	$3K	Hold	30	–	–	﹤0.01%	1195
2025 Q1	$3.16K	Hold	30	–	–	﹤0.01%	1156
2024 Q4	$2.36K	Hold	30	–	–	﹤0.01%	1139
2024 Q3	$2.23K	Hold	30	–	–	﹤0.01%	1112
2024 Q2	$2.81K	Hold	30	–	–	﹤0.01%	1051
2024 Q1	$3.14K	Hold	30	–	–	﹤0.01%	979
2023 Q4	$2.72K	Hold	30	–	–	﹤0.01%	1006
2023 Q3	$2.44K	Hold	30	–	–	﹤0.01%	872
2023 Q2	$2.08K	Hold	30	–	–	﹤0.01%	881
2023 Q1	$2.59K	Hold	30	–	–	﹤0.01%	799
2022 Q4	$2.05K	Hold	30	–	–	﹤0.01%	761
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	726
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	663
2022 Q1	$5K	Hold	30	–	–	﹤0.01%	598
2021 Q4	$7K	Hold	30	–	–	﹤0.01%	539
2021 Q3	$7K	Hold	30	–	–	﹤0.01%	521
2021 Q2	$7K	Sell	30 -12	-29%	-$2.9K	﹤0.01%	550
2021 Q1	$9.26K	Hold	42	–	–	﹤0.01%	506
2020 Q4	$11K	Hold	42	–	–	﹤0.01%	436
2020 Q3	$9K	Hold	42	–	–	﹤0.01%	437
2020 Q2	$8K	Buy	42 +30	+250%	+$5.09K	﹤0.01%	434
2020 Q1	$1K	Buy	+12	New	+$1.51K	﹤0.01%	687
2019 Q4	–	Sell	-4	Closed	–	–	756
2019 Q3	$0	Buy	+4	New	+$500	﹤0.01%	734

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sound Income Strategies's OKTA Position: Q2 2026 in Review

Sound Income Strategies sold out of Okta (OKTA) in Q2 2026, closing a stake of 30 shares — an estimated $2.37K sold.

Sound Income Strategies first reported a position in OKTA in Q3 2019 and held it in 26 quarters. The position peaked at $11K in Q4 2020. 556 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Sound Income Strategies reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 30 Okta shares in Q2 2026, an estimated $2.37K.
Sound Income Strategies first reported a position in Okta in Q3 2019 and held it in 26 quarters.
Sound Income Strategies's Okta position peaked at $11K in Q4 2020.
556 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.