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Arkadios Wealth Advisors’s Okta OKTA Stock Holding History

Arkadios Wealth 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
Q1 		$968K Buy
12,295
+7,028
+133% +$583K 0.02% 804
2025
Q4 		$455K Buy
5,267
+56
+1% +$4.89K 0.01% 1061
2025
Q3 		$478K Buy
5,211
+197
+4% +$18.4K 0.01% 950
2025
Q2 		$501K Buy
+5,014
New +$535K 0.01% 840
2021
Q1 		– Sell
-117
Closed -$29K – 1717
2020
Q4 		$29K Buy
+117
New +$27.8K 0.01% 665
2020
Q1 		– Sell
-110
Closed -$14.9K – 1271
2019
Q4 		$14.9K Buy
+110
New +$12.7K 0.01% 519

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

Arkadios Wealth Advisors's OKTA Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Okta (OKTA) stake by 133% in Q1 2026, buying an estimated $583K and bringing the position to 12,295 shares worth $968K. The position accounts for 0.02% of the portfolio, ranked #804.

Arkadios Wealth Advisors first reported a position in OKTA in Q4 2019 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Arkadios Wealth Advisors held 12,295 shares of Okta worth $968K as of Q1 2026.
  • Arkadios Wealth Advisors bought 7,028 Okta shares in Q1 2026, an estimated $583K.
  • Okta made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #804 holding.
  • Arkadios Wealth Advisors first reported a position in Okta in Q4 2019 and has held it in 6 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.