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Vision Financial Markets’s Okta OKTA Stock Holding History

Vision Financial Markets’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 		$422 Hold
3
– – ﹤0.01% 372
2026
Q1 		$237 Hold
3
– – ﹤0.01% 393
2025
Q4 		$260 Hold
3
– – ﹤0.01% 376
2025
Q3 		$276 Hold
3
– – ﹤0.01% 400
2025
Q2 		$300 Hold
3
– – ﹤0.01% 396
2025
Q1 		$316 Buy
+3
New +$293 ﹤0.01% 383

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

Vision Financial Markets's OKTA Position: Q2 2026 in Review

Vision Financial Markets held its Okta (OKTA) position steady in Q2 2026 at 3 shares worth $422. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Vision Financial Markets first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Vision Financial Markets held 3 shares of Okta worth $422 as of Q2 2026.
  • Vision Financial Markets left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #372 holding.
  • Vision Financial Markets first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.