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Twin Peaks Wealth Advisors’s Okta OKTA Stock Holding History

Twin Peaks Wealth 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 		– Sell
-15
Closed -$1.18K – 1565
2026
Q1 		$1.18K Buy
+15
New +$1.25K ﹤0.01% 1862
2025
Q3 		– Sell
-97
Closed -$8.66K – 1483
2025
Q2 		$8.66K Buy
+97
New +$10.4K ﹤0.01% 1016

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

Twin Peaks Wealth Advisors's OKTA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Okta (OKTA) in Q2 2026, closing a stake of 15 shares — an estimated $1.18K sold.

Twin Peaks Wealth Advisors first reported a position in OKTA in Q2 2025 and held it in 2 quarters. The position peaked at $8.66K in Q2 2025. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 15 Okta shares in Q2 2026, an estimated $1.18K.
  • Twin Peaks Wealth Advisors first reported a position in Okta in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Okta position peaked at $8.66K in Q2 2025.
  • 816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.