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Apollon Wealth Management’s Okta OKTA Stock Holding History

Apollon 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 		– Sell
-2,370
Closed -$205K – 1446
2025
Q4 		$205K Buy
2,370
+96
+4% +$8.38K ﹤0.01% 1221
2025
Q3 		$209K Sell
2,274
-65
-3% -$6.07K ﹤0.01% 1211
2025
Q2 		$234K Buy
+2,339
New +$250K ﹤0.01% 1107
2024
Q2 		– Sell
-2,150
Closed -$225K – 1147
2024
Q1 		$225K Buy
+2,150
New +$198K 0.01% 992
2020
Q3 		– Sell
-268
Closed -$54K – 523
2020
Q2 		$54K Buy
+268
New +$45.5K 0.03% 236

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

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

Apollon Wealth Management sold out of Okta (OKTA) in Q1 2026, closing a stake of 2,370 shares — an estimated $205K sold.

Apollon Wealth Management first reported a position in OKTA in Q2 2020 and held it in 5 quarters. The position peaked at $234K in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Apollon Wealth Management reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Apollon Wealth Management sold 2,370 Okta shares in Q1 2026, an estimated $205K.
  • Apollon Wealth Management first reported a position in Okta in Q2 2020 and held it in 5 quarters.
  • Apollon Wealth Management's Okta position peaked at $234K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.