Vermillion Wealth Management’s Okta OKTA Stock Holding History

Vermillion Wealth Management’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	-6	Closed	-$472	–	2169
2026 Q1	$472	Buy	+6	New	+$498	﹤0.01%	1037

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 $3.37T AUM 44.26% 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

Vermillion Wealth Management's OKTA Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Okta (OKTA) in Q2 2026, closing a stake of 6 shares — an estimated $472 sold.

Vermillion Wealth Management first reported a position in OKTA in Q1 2026 and held it in 1 quarter. The position peaked at $472 in Q1 2026. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Vermillion Wealth Management reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Vermillion Wealth Management sold 6 Okta shares in Q2 2026, an estimated $472.
Vermillion Wealth Management first reported a position in Okta in Q1 2026 and held it in 1 quarter.
Vermillion Wealth Management's Okta position peaked at $472 in Q1 2026.
816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.