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Carson Advisory’s Okta OKTA Stock Holding History

Carson Advisory’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 		$299K Buy
+3,800
New +$315K 0.16% 137

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

Carson Advisory's OKTA Position: Q1 2026 in Review

Carson Advisory opened a new position in Okta (OKTA) in Q1 2026: 3,800 shares worth $299K. The stake represents 0.16% of the portfolio and ranks #137 among its holdings.

730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Carson Advisory held 3,800 shares of Okta worth $299K as of Q1 2026.
  • Okta was a new Carson Advisory position in Q1 2026.
  • Okta made up 0.16% of Carson Advisory's portfolio in Q1 2026, its #137 holding.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.