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Atlantic Edge Private Wealth Management’s Okta OKTA Stock Holding History

Atlantic Edge Private 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
-30
Closed -$2.6K – 614
2025
Q4 		$2.6K Buy
+30
New +$2.62K ﹤0.01% 505

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

Atlantic Edge Private Wealth Management's OKTA Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management sold out of Okta (OKTA) in Q1 2026, closing a stake of 30 shares — an estimated $2.6K sold.

Atlantic Edge Private Wealth Management first reported a position in OKTA in Q4 2025 and held it in 1 quarter. The position peaked at $2.6K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Atlantic Edge Private Wealth Management reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 30 Okta shares in Q1 2026, an estimated $2.6K.
  • Atlantic Edge Private Wealth Management first reported a position in Okta in Q4 2025 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Okta position peaked at $2.6K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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