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Total Wealth Planning & Management’s Okta OKTA Stock Holding History

Total Wealth Planning & 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 		$409K Buy
+3,001
New +$282K 0.28% 126
2025
Q2 		– Sell
-2,099
Closed -$221K – 236
2025
Q1 		$221K Buy
+2,099
New +$205K 0.21% 165

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

Total Wealth Planning & Management's OKTA Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Okta (OKTA) in Q2 2026: 3,001 shares worth $409K. The stake represents 0.28% of the portfolio and ranks #126 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in OKTA as recently as Q1 2025.

Total Wealth Planning & Management first reported a position in OKTA in Q1 2025 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Total Wealth Planning & Management held 3,001 shares of Okta worth $409K as of Q2 2026.
  • Okta was a new Total Wealth Planning & Management position in Q2 2026.
  • Okta made up 0.28% of Total Wealth Planning & Management's portfolio in Q2 2026, its #126 holding.
  • Total Wealth Planning & Management first reported a position in Okta in Q1 2025 and has held it in 2 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.