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TD Private Client Wealth’s Okta OKTA Stock Holding History

TD Private Client Wealth’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 		$137K Buy
1,007
+398
+65% +$37.4K ﹤0.01% 726
2026
Q1 		$47.9K Sell
609
-479
-44% -$39.8K ﹤0.01% 885
2025
Q4 		$94.1K Buy
1,088
+559
+106% +$48.8K ﹤0.01% 772
2025
Q3 		$48.5K Buy
529
+61
+13% +$5.7K ﹤0.01% 864
2025
Q2 		$46.8K Sell
468
-93
-17% -$9.93K ﹤0.01% 855
2025
Q1 		$59K Buy
561
+92
+20% +$8.99K ﹤0.01% 784
2024
Q4 		$37K Buy
469
+456
+3,508% +$35.3K ﹤0.01% 878
2024
Q3 		$966 Hold
13
– – ﹤0.01% 1237
2024
Q2 		$1.22K Sell
13
-1
-7% -$95 ﹤0.01% 1161
2024
Q1 		$1.47K Buy
+14
New +$1.29K ﹤0.01% 1151
2022
Q2 		– Sell
-86
Closed -$13K – 1272
2022
Q1 		$13K Buy
+86
New +$15.4K ﹤0.01% 1014
2021
Q4 		– Sell
-12
Closed -$2.85K – 1242
2021
Q3 		$2.85K Hold
12
– – ﹤0.01% 1002
2021
Q2 		$2.94K Hold
12
– – ﹤0.01% 1006
2021
Q1 		$2.65K Hold
12
– – ﹤0.01% 983
2020
Q4 		$3.05K Hold
12
– – ﹤0.01% 923
2020
Q3 		$2.57K Hold
12
– – ﹤0.01% 896
2020
Q2 		$2.4K Buy
12
+3
+33% +$509 ﹤0.01% 898
2020
Q1 		$1.1K Buy
9
+1
+13% +$125 ﹤0.01% 926
2019
Q4 		$923 Buy
+8
New +$921 ﹤0.01% 953

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

TD Private Client Wealth's OKTA Position: Q2 2026 in Review

TD Private Client Wealth increased its Okta (OKTA) stake by 65% in Q2 2026, buying an estimated $37.4K and bringing the position to 1,007 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

TD Private Client Wealth first reported a position in OKTA in Q4 2019 and has held it in 19 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • TD Private Client Wealth held 1,007 shares of Okta worth $137K as of Q2 2026.
  • TD Private Client Wealth bought 398 Okta shares in Q2 2026, an estimated $37.4K.
  • Okta made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #726 holding.
  • TD Private Client Wealth first reported a position in Okta in Q4 2019 and has held it in 19 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.