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Strategic Wealth Partners’s Okta OKTA Stock Holding History

Strategic Wealth Partners’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 		$2.18K Hold
16
– – ﹤0.01% 1184
2026
Q1 		$1.26K Hold
16
– – ﹤0.01% 1213
2025
Q4 		$1.38K Buy
+16
New +$1.4K ﹤0.01% 1245

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

Strategic Wealth Partners's OKTA Position: Q2 2026 in Review

Strategic Wealth Partners held its Okta (OKTA) position steady in Q2 2026 at 16 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Strategic Wealth Partners first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Strategic Wealth Partners held 16 shares of Okta worth $2.18K as of Q2 2026.
  • Strategic Wealth Partners left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1184 holding.
  • Strategic Wealth Partners first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.