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Stratos Wealth Partners’s Okta OKTA Stock Holding History

Stratos 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 		$550K Sell
4,034
-1,033
-20% -$97.1K 0.01% 1100
2026
Q1 		$399K Sell
5,067
-161
-3% -$13.4K ﹤0.01% 1164
2025
Q4 		$452K Sell
5,228
-475
-8% -$41.5K 0.01% 1087
2025
Q3 		$523K Sell
5,703
-520
-8% -$48.6K 0.01% 999
2025
Q2 		$622K Buy
6,223
+1,974
+46% +$211K 0.01% 848
2025
Q1 		$447K Sell
4,249
-1,320
-24% -$129K 0.01% 926
2024
Q4 		$439K Sell
5,569
-1,938
-26% -$150K 0.01% 992
2024
Q3 		$558K Buy
7,507
+2,575
+52% +$225K 0.01% 901
2024
Q2 		$462K Buy
4,932
+299
+6% +$28.3K 0.01% 932
2024
Q1 		$485K Buy
+4,633
New +$427K 0.01% 908
2022
Q2 		– Sell
-2,330
Closed -$352K – 1268
2022
Q1 		$352K Sell
2,330
-1,015
-30% -$182K 0.01% 931
2021
Q4 		$750K Sell
3,345
-130
-4% -$31K 0.02% 658
2021
Q3 		$825K Buy
3,475
+3
+0.1% +$745 0.02% 581
2021
Q2 		$850K Buy
3,472
+108
+3% +$26.1K 0.02% 585
2021
Q1 		$742K Sell
3,364
-234
-7% -$58.8K 0.02% 588
2020
Q4 		$915K Sell
3,598
-54
-1% -$12.8K 0.03% 472
2020
Q3 		$781K Buy
3,652
+136
+4% +$28.4K 0.03% 475
2020
Q2 		$704K Buy
3,516
+7
+0.2% +$1.19K 0.03% 481
2020
Q1 		$429K Sell
3,509
-1,015
-22% -$127K 0.02% 572
2019
Q4 		$522K Sell
4,524
-411
-8% -$47.3K 0.02% 582
2019
Q3 		$486K Buy
4,935
+1,135
+30% +$142K 0.02% 574
2019
Q2 		$469K Buy
3,800
+868
+30% +$94.2K 0.02% 591
2019
Q1 		$243K Buy
+2,932
New +$232K 0.01% 794
2018
Q4 		– Sell
-2,096
Closed -$147K – 1966
2018
Q3 		$147K Buy
+2,096
New +$125K 0.01% 959
2018
Q2 		– Sell
-40
Closed -$2K – 2066
2018
Q1 		$2K Buy
+40
New +$1.33K ﹤0.01% 2875

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

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

Stratos Wealth Partners reduced its Okta (OKTA) stake by 20% in Q2 2026, selling an estimated $97.1K and leaving 4,034 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #1100.

Stratos Wealth Partners first reported a position in OKTA in Q1 2018 and has held it in 25 quarters since. The position peaked at $915K in Q4 2020. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Stratos Wealth Partners held 4,034 shares of Okta worth $550K as of Q2 2026.
  • Stratos Wealth Partners sold 1,033 Okta shares in Q2 2026, an estimated $97.1K.
  • Okta made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1100 holding.
  • Stratos Wealth Partners first reported a position in Okta in Q1 2018 and has held it in 25 quarters since.
  • Stratos Wealth Partners's Okta position peaked at $915K in Q4 2020.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

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