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AE Wealth Management’s Okta OKTA Stock Holding History

AE 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
Q1 		$2.83M Buy
+35,933
New +$2.98M 0.02% 546
2024
Q4 		– Sell
-10,375
Closed -$771K – 2152
2024
Q3 		$771K Sell
10,375
-30,576
-75% -$2.67M 0.01% 763
2024
Q2 		$3.83M Buy
40,951
+10,982
+37% +$1.04M 0.04% 387
2024
Q1 		$3.14M Sell
29,969
-71,355
-70% -$6.58M 0.04% 395
2023
Q4 		$8.59M Sell
101,324
-6,107
-6% -$466K 0.04% 435
2023
Q3 		$8.76M Sell
107,431
-2,879
-3% -$218K 0.05% 410
2023
Q2 		$7.65M Buy
110,310
+21,761
+25% +$1.65M 0.05% 430
2023
Q1 		$7.64M Buy
88,549
+9,821
+12% +$748K 0.05% 406
2022
Q4 		$5.38M Sell
78,728
-2,558
-3% -$146K 0.04% 461
2022
Q3 		$4.62M Buy
81,286
+26,231
+48% +$2.26M 0.04% 444
2022
Q2 		$4.98M Buy
55,055
+18,601
+51% +$2.01M 0.04% 412
2022
Q1 		$5.5M Sell
36,454
-10,081
-22% -$1.81M 0.04% 413
2021
Q4 		$10.4M Buy
46,535
+516
+1% +$123K 0.07% 258
2021
Q3 		$10.9M Sell
46,019
-794
-2% -$197K 0.09% 228
2021
Q2 		$11.5M Buy
46,813
+7,968
+21% +$1.92M 0.1% 201
2021
Q1 		$8.56M Buy
38,845
+2,403
+7% +$604K 0.09% 225
2020
Q4 		$9.27M Sell
36,442
-219
-0.6% -$52.1K 0.11% 192
2020
Q3 		$7.84M Buy
36,661
+8,451
+30% +$1.76M 0.11% 171
2020
Q2 		$5.65M Buy
28,210
+17,504
+163% +$2.97M 0.09% 207
2020
Q1 		$1.31M Buy
10,706
+387
+4% +$48.6K 0.03% 418
2019
Q4 		$1.19M Buy
10,319
+761
+8% +$87.6K 0.03% 492
2019
Q3 		$941K Buy
9,558
+685
+8% +$85.6K 0.03% 463
2019
Q2 		$1.1M Buy
+8,873
New +$963K 0.03% 383

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's OKTA Position: Q1 2026 in Review

AE Wealth Management opened a new position in Okta (OKTA) in Q1 2026: 35,933 shares worth $2.83M. The stake represents 0.02% of the portfolio and ranks #546 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in OKTA as recently as Q3 2024.

AE Wealth Management first reported a position in OKTA in Q2 2019 and has held it in 23 quarters since. The position peaked at $11.5M in Q2 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • AE Wealth Management held 35,933 shares of Okta worth $2.83M as of Q1 2026.
  • Okta was a new AE Wealth Management position in Q1 2026.
  • Okta made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #546 holding.
  • AE Wealth Management first reported a position in Okta in Q2 2019 and has held it in 23 quarters since.
  • AE Wealth Management's Okta position peaked at $11.5M in Q2 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.