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Washington Trust Advisors’s Okta OKTA Stock Holding History

Washington Trust 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 		$26.9K Buy
197
+77
+64% +$7.24K ﹤0.01% 429
2026
Q1 		$9.45K Sell
120
-158
-57% -$13.1K ﹤0.01% 497
2025
Q4 		$24K Buy
278
+123
+79% +$10.7K ﹤0.01% 417
2025
Q3 		$14.2K Hold
155
– – ﹤0.01% 479
2025
Q2 		$15.5K Sell
155
-19
-11% -$2.03K ﹤0.01% 423
2025
Q1 		$18.3K Buy
174
+33
+23% +$3.22K ﹤0.01% 403
2024
Q4 		$11.1K Buy
+141
New +$10.9K ﹤0.01% 465

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

Washington Trust Advisors's OKTA Position: Q2 2026 in Review

Washington Trust Advisors increased its Okta (OKTA) stake by 64% in Q2 2026, buying an estimated $7.24K and bringing the position to 197 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Washington Trust Advisors first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Washington Trust Advisors held 197 shares of Okta worth $26.9K as of Q2 2026.
  • Washington Trust Advisors bought 77 Okta shares in Q2 2026, an estimated $7.24K.
  • Okta made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #429 holding.
  • Washington Trust Advisors first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.