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Valued Wealth Advisors’s Okta OKTA Stock Holding History

Valued 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 		$3.14K Hold
23
– – ﹤0.01% 566
2026
Q1 		$1.81K Hold
23
– – ﹤0.01% 581
2025
Q4 		$1.99K Hold
23
– – ﹤0.01% 402
2025
Q3 		$2.11K Hold
23
– – ﹤0.01% 381
2025
Q2 		$2.3K Hold
23
– – ﹤0.01% 369
2025
Q1 		$2.42K Hold
23
– – ﹤0.01% 389
2024
Q4 		$1.81K Hold
23
– – ﹤0.01% 416
2024
Q3 		$1.71K Buy
23
+4
+21% +$350 ﹤0.01% 394
2024
Q2 		$1.78K Hold
19
– – ﹤0.01% 378
2024
Q1 		$1.99K Hold
19
– – ﹤0.01% 356
2023
Q4 		$1.55K Buy
+19
New +$1.45K ﹤0.01% 332

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

Valued Wealth Advisors's OKTA Position: Q2 2026 in Review

Valued Wealth Advisors held its Okta (OKTA) position steady in Q2 2026 at 23 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Valued Wealth Advisors first reported a position in OKTA in Q4 2023 and has held it in 11 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Valued Wealth Advisors held 23 shares of Okta worth $3.14K as of Q2 2026.
  • Valued Wealth Advisors left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #566 holding.
  • Valued Wealth Advisors first reported a position in Okta in Q4 2023 and has held it in 11 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.