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United Capital Financial Advisors’s Okta OKTA Stock Holding History

United Capital 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 		$929K Sell
6,809
-602
-8% -$56.6K 0.01% 825
2026
Q1 		$583K Buy
7,411
+3,508
+90% +$291K ﹤0.01% 989
2025
Q4 		$337K Buy
3,903
+1,028
+36% +$89.7K ﹤0.01% 1121
2025
Q3 		$264K Sell
2,875
-411
-13% -$38.4K ﹤0.01% 1063
2025
Q2 		$329K Sell
3,286
-158
-5% -$16.9K ﹤0.01% 895
2025
Q1 		$362K Buy
3,444
+87
+3% +$8.5K ﹤0.01% 836
2024
Q4 		$265K Sell
3,357
-279
-8% -$21.6K ﹤0.01% 923
2024
Q3 		$270K Buy
3,636
+702
+24% +$61.3K ﹤0.01% 914
2024
Q2 		$275K Sell
2,934
-43
-1% -$4.07K ﹤0.01% 885
2024
Q1 		$311K Sell
2,977
-205
-6% -$18.9K ﹤0.01% 864
2023
Q4 		$288K Buy
+3,182
New +$243K ﹤0.01% 889
2022
Q2 		– Sell
-6,971
Closed -$1.05M – 1173
2022
Q1 		$1.05M Sell
6,971
-1,796
-20% -$322K 0.01% 660
2021
Q4 		$1.97M Sell
8,767
-357
-4% -$85K 0.01% 543
2021
Q3 		$2.17M Buy
9,124
+5,784
+173% +$1.44M 0.01% 510
2021
Q2 		$817K Buy
3,340
+3
+0.1% +$724 ﹤0.01% 745
2021
Q1 		$736K Sell
3,337
-580
-15% -$146K ﹤0.01% 746
2020
Q4 		$996K Buy
3,917
+1,444
+58% +$343K 0.01% 674
2020
Q3 		$529K Sell
2,473
-4,178
-63% -$871K ﹤0.01% 821
2020
Q2 		$1.33M Sell
6,651
-259
-4% -$44K 0.01% 593
2020
Q1 		$845K Sell
6,910
-1,043
-13% -$131K 0.01% 674
2019
Q4 		$918K Buy
7,953
+497
+7% +$57.2K 0.01% 809
2019
Q3 		$734K Sell
7,456
-1,039
-12% -$130K 0.01% 837
2019
Q2 		$1.05M Buy
+8,495
New +$922K 0.01% 795

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

United Capital Financial Advisors's OKTA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Okta (OKTA) stake by 8.1% in Q2 2026, selling an estimated $56.6K and leaving 6,809 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #825.

United Capital Financial Advisors first reported a position in OKTA in Q2 2019 and has held it in 23 quarters since. The position peaked at $2.17M in Q3 2021. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • United Capital Financial Advisors held 6,809 shares of Okta worth $929K as of Q2 2026.
  • United Capital Financial Advisors sold 602 Okta shares in Q2 2026, an estimated $56.6K.
  • Okta made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #825 holding.
  • United Capital Financial Advisors first reported a position in Okta in Q2 2019 and has held it in 23 quarters since.
  • United Capital Financial Advisors's Okta position peaked at $2.17M in Q3 2021.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

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