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Planning Strategies Inc.’s Okta OKTA Stock Holding History

Planning Strategies Inc.’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 		$15.7K Buy
+115
New +$10.8K 0.01% 271

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Planning Strategies Inc.'s OKTA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Okta (OKTA) in Q2 2026: 115 shares worth $15.7K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings.

250 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Planning Strategies Inc. held 115 shares of Okta worth $15.7K as of Q2 2026.
  • Okta was a new Planning Strategies Inc. position in Q2 2026.
  • Okta made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #271 holding.
  • 250 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.