BZWA
OKTA icon

Blue Zone Wealth Advisors’s Okta OKTA Stock Holding History

Blue Zone 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 		– Sell
-24,408
Closed -$2.11M – 140
2025
Q4 		$2.11M Buy
24,408
+270
+1% +$23.6K 0.4% 58
2025
Q3 		$2.21M Buy
24,138
+1,451
+6% +$135K 0.44% 58
2025
Q2 		$2.27M Buy
22,687
+1,917
+9% +$205K 0.57% 58
2025
Q1 		$2.19M Buy
20,770
+2,370
+13% +$231K 0.61% 57
2024
Q4 		$1.45M Buy
18,400
+1,168
+7% +$90.5K 0.42% 59
2024
Q3 		$1.28M Buy
17,232
+830
+5% +$72.5K 0.4% 58
2024
Q2 		$1.54M Buy
16,402
+10,969
+202% +$1.04M 0.53% 56
2024
Q1 		$568K Buy
5,433
+291
+6% +$26.8K 0.2% 65
2023
Q4 		$466K Buy
5,142
+134
+3% +$10.2K 0.19% 60
2023
Q3 		$408K Buy
5,008
+67
+1% +$5.08K 0.18% 61
2023
Q2 		$343K Buy
4,941
+522
+12% +$39.6K 0.16% 60
2023
Q1 		$381K Buy
4,419
+125
+3% +$9.52K 0.2% 59
2022
Q4 		$293K Buy
4,294
+400
+10% +$22.8K 0.16% 69
2022
Q3 		$221K Sell
3,894
-10,936
-74% -$941K 0.11% 79
2022
Q2 		$1.34M Buy
14,830
+398
+3% +$43K 0.61% 54
2022
Q1 		$2.18M Buy
14,432
+1,344
+10% +$241K 0.81% 47
2021
Q4 		$2.93M Buy
13,088
+466
+4% +$111K 0.97% 39
2021
Q3 		$3M Buy
12,622
+676
+6% +$168K 1.04% 34
2021
Q2 		$2.92M Buy
11,946
+693
+6% +$167K 1.1% 30
2021
Q1 		$2.48M Buy
11,253
+2,385
+27% +$599K 1.05% 37
2020
Q4 		$2.25M Buy
+8,868
New +$2.11M 1.09% 32

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Zone Wealth Advisors's OKTA Position: Q1 2026 in Review

Blue Zone Wealth Advisors sold out of Okta (OKTA) in Q1 2026, closing a stake of 24,408 shares — an estimated $2.11M sold.

Blue Zone Wealth Advisors first reported a position in OKTA in Q4 2020 and held it in 21 quarters. The position peaked at $3M in Q3 2021. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Blue Zone Wealth Advisors reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 24,408 Okta shares in Q1 2026, an estimated $2.11M.
  • Blue Zone Wealth Advisors first reported a position in Okta in Q4 2020 and held it in 21 quarters.
  • Blue Zone Wealth Advisors's Okta position peaked at $3M in Q3 2021.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.