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

Cassaday & 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	$709	Buy	+9	New	+$747	﹤0.01%	1162

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

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

Cassaday & Co Wealth Management opened a new position in Okta (OKTA) in Q1 2026: 9 shares worth $709. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

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

Cassaday & Co Wealth Management held 9 shares of Okta worth $709 as of Q1 2026.
Okta was a new Cassaday & Co Wealth Management position in Q1 2026.
Okta made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1162 holding.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.