Bartlett & Co Wealth Management’s Okta OKTA Stock Holding History

Bartlett & Co 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	$4.94K	Buy	+64	New	+$5.31K	﹤0.01%	1022
2023 Q3	–	Sell	-25	Closed	-$1.73K	–	1197
2023 Q2	$1.73K	Hold	25	–	–	﹤0.01%	1076
2023 Q1	$2.16K	Hold	25	–	–	﹤0.01%	975
2022 Q4	$1.71K	Hold	25	–	–	﹤0.01%	1026
2022 Q3	$1.42K	Hold	25	–	–	﹤0.01%	1090
2022 Q2	$2.26K	Buy	+25	New	+$2.7K	﹤0.01%	1163
2021 Q3	–	Sell	-2	Closed	-$489	–	1033
2021 Q2	$489	Hold	2	–	–	﹤0.01%	1026
2021 Q1	$441	Hold	2	–	–	﹤0.01%	1060
2020 Q4	$509	Buy	+2	New	+$475	﹤0.01%	1148

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co Wealth Management's OKTA Position: Q1 2026 in Review

Bartlett & Co Wealth Management opened a new position in Okta (OKTA) in Q1 2026: 64 shares worth $4.94K. The stake represents ﹤0.01% of the portfolio and ranks #1022 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in OKTA as recently as Q2 2023.

Bartlett & Co Wealth Management first reported a position in OKTA in Q4 2020 and has held it in 9 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Bartlett & Co Wealth Management held 64 shares of Okta worth $4.94K as of Q1 2026.
Okta was a new Bartlett & Co Wealth Management position in Q1 2026.
Okta made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1022 holding.
Bartlett & Co Wealth Management first reported a position in Okta in Q4 2020 and has held it in 9 quarters since.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.