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Transamerica Financial Advisors’s Okta OKTA Stock Holding History

Transamerica Financial Advisors’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 		$34.7K Buy
254
+13
+5% +$1.22K ﹤0.01% 759
2026
Q1 		$19K Buy
241
+91
+61% +$7.55K ﹤0.01% 814
2025
Q4 		$13K Buy
150
+69
+85% +$6.02K ﹤0.01% 801
2025
Q3 		$7.43K Buy
+81
New +$7.56K ﹤0.01% 786
2024
Q3 		– Sell
-1
Closed -$1K – 642
2024
Q2 		$1K Hold
1
– – ﹤0.01% 496
2024
Q1 		$1K Hold
1
– – ﹤0.01% 541
2023
Q4 		$1K Hold
1
– – ﹤0.01% 535
2023
Q3 		$1K Hold
1
– – ﹤0.01% 559
2023
Q2 		$1K Hold
1
– – ﹤0.01% 529
2023
Q1 		$1K Hold
1
– – ﹤0.01% 513
2022
Q4 		$1K Hold
1
– – ﹤0.01% 588
2022
Q3 		$1K Hold
1
– – ﹤0.01% 554
2022
Q2 		$1K Buy
+1
New +$108 ﹤0.01% 568

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

Transamerica Financial Advisors's OKTA Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Okta (OKTA) stake by 5.4% in Q2 2026, buying an estimated $1.22K and bringing the position to 254 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Transamerica Financial Advisors first reported a position in OKTA in Q2 2022 and has held it in 13 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Transamerica Financial Advisors held 254 shares of Okta worth $34.7K as of Q2 2026.
  • Transamerica Financial Advisors bought 13 Okta shares in Q2 2026, an estimated $1.22K.
  • Okta made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #759 holding.
  • Transamerica Financial Advisors first reported a position in Okta in Q2 2022 and has held it in 13 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.