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STACKSTONE WEALTH, LLC’s Okta OKTA Stock Holding History

STACKSTONE WEALTH, LLC’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
Q3 		$288K Buy
+1,377
New +$218K 0.03% 288

Other funds holding OKTA

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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

STACKSTONE WEALTH, LLC's OKTA Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Okta (OKTA) in Q3 2026: 1,377 shares worth $288K. The stake represents 0.03% of the portfolio and ranks #288 among its holdings.

134 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 1,377 shares of Okta worth $288K as of Q3 2026.
  • Okta was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • Okta made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #288 holding.
  • 134 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.