Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Okta OKTA Stock Holding History

Carson Wealth (CWM 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 		$515K Sell
6,545
-2,689
-29% -$223K ﹤0.01% 1996
2025
Q4 		$798K Sell
9,234
-19,884
-68% -$1.74M ﹤0.01% 1636
2025
Q3 		$2.67M Sell
29,118
-945
-3% -$88.2K 0.01% 968
2025
Q2 		$3M Buy
30,063
+1,433
+5% +$153K 0.01% 785
2025
Q1 		$3.01M Buy
28,630
+12,809
+81% +$1.25M 0.01% 684
2024
Q4 		$1.25M Buy
15,821
+12,928
+447% +$1M 0.01% 964
2024
Q3 		$215K Sell
2,893
-17
-0.6% -$1.49K ﹤0.01% 1720
2024
Q2 		$272K Buy
2,910
+147
+5% +$13.9K ﹤0.01% 1441
2024
Q1 		$289K Buy
2,763
+365
+15% +$33.7K ﹤0.01% 1349
2023
Q4 		$217K Sell
2,398
-184
-7% -$14K ﹤0.01% 1395
2023
Q3 		$210K Buy
2,582
+162
+7% +$12.3K ﹤0.01% 1294
2023
Q2 		$168K Buy
2,420
+386
+19% +$29.3K ﹤0.01% 1323
2023
Q1 		$175K Sell
2,034
-2
-0.1% -$152 ﹤0.01% 1252
2022
Q4 		$139K Buy
2,036
+370
+22% +$21.1K ﹤0.01% 1249
2022
Q3 		$95K Buy
1,666
+657
+65% +$56.5K ﹤0.01% 1355
2022
Q2 		$91K Buy
1,009
+291
+41% +$31.4K ﹤0.01% 1355
2022
Q1 		$108K Buy
718
+413
+135% +$74K ﹤0.01% 1296
2021
Q4 		$68K Buy
+305
New +$72.7K ﹤0.01% 1453
2021
Q2 		$61K Hold
251
– – ﹤0.01% 1319
2021
Q1 		$61K Hold
251
– – ﹤0.01% 1319
2020
Q4 		$61K Hold
251
– – ﹤0.01% 1319
2020
Q3 		$61K Hold
251
– – ﹤0.01% 1319
2020
Q2 		$61K Hold
251
– – ﹤0.01% 1319
2020
Q1 		$61K Hold
251
– – ﹤0.01% 1319
2019
Q4 		$61K Hold
251
– – ﹤0.01% 1319
2019
Q3 		$61K Hold
251
– – ﹤0.01% 1319
2019
Q2 		$61K Hold
251
– – ﹤0.01% 1319
2019
Q1 		$61K Buy
+251
New +$19.9K ﹤0.01% 1319

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 Wealth (CWM LLC)'s OKTA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Okta (OKTA) stake by 29% in Q1 2026, selling an estimated $223K and leaving 6,545 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Carson Wealth (CWM LLC) first reported a position in OKTA in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.01M in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,545 shares of Okta worth $515K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,689 Okta shares in Q1 2026, an estimated $223K.
  • Okta made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1996 holding.
  • Carson Wealth (CWM LLC) first reported a position in Okta in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Okta position peaked at $3.01M in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.