True Link Financial Advisors’s Okta OKTA Stock Holding History

True Link 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	$430K	Sell	3,149 -351	-10%	-$33K	0.02%	58
2026 Q1	$275K	Sell	3,500 -1,224	-26%	-$102K	0.02%	78
2025 Q4	$408K	Sell	4,724 -626	-12%	-$54.6K	0.02%	63
2025 Q3	$491K	Sell	5,350 -250	-4%	-$23.3K	0.03%	52
2025 Q2	$560K	Sell	5,600 -400	-7%	-$42.7K	0.04%	51
2025 Q1	$631K	Sell	6,000 -640	-10%	-$62.5K	0.05%	44
2024 Q4	$523K	Buy	+6,640	New	+$515K	0.04%	36
2021 Q4	–	Sell	-8	Closed	-$2K	–	793
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	745
2021 Q2	$2K	Buy	+8	New	+$1.93K	﹤0.01%	680

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

True Link Financial Advisors's OKTA Position: Q2 2026 in Review

True Link Financial Advisors reduced its Okta (OKTA) stake by 10% in Q2 2026, selling an estimated $33K and leaving 3,149 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #58.

True Link Financial Advisors first reported a position in OKTA in Q2 2021 and has held it in 9 quarters since. The position peaked at $631K in Q1 2025. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

True Link Financial Advisors held 3,149 shares of Okta worth $430K as of Q2 2026.
True Link Financial Advisors sold 351 Okta shares in Q2 2026, an estimated $33K.
Okta made up 0.02% of True Link Financial Advisors's portfolio in Q2 2026, its #58 holding.
True Link Financial Advisors first reported a position in Okta in Q2 2021 and has held it in 9 quarters since.
True Link Financial Advisors's Okta position peaked at $631K in Q1 2025.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.