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Bogart Wealth LLC’s Okta OKTA Stock Holding History

Bogart Wealth LLC’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 		$472 Hold
6
– – ﹤0.01% 1608
2025
Q4 		$519 Sell
6
-3
-33% -$262 ﹤0.01% 1462
2025
Q3 		$825 Hold
9
– – ﹤0.01% 1320
2025
Q2 		$900 Buy
+9
New +$961 ﹤0.01% 1239

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

Bogart Wealth LLC's OKTA Position: Q1 2026 in Review

Bogart Wealth LLC held its Okta (OKTA) position steady in Q1 2026 at 6 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Bogart Wealth LLC first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $900 in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Bogart Wealth LLC held 6 shares of Okta worth $472 as of Q1 2026.
  • Bogart Wealth LLC left its Okta share count unchanged in Q1 2026.
  • Okta made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1608 holding.
  • Bogart Wealth LLC first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Okta position peaked at $900 in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.