Colonial Trust Advisors’s Okta OKTA Stock Holding History

Colonial Trust 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	$551	Hold	7	–	–	﹤0.01%	695
2025 Q4	$605	Hold	7	–	–	﹤0.01%	667
2025 Q3	$642	Hold	7	–	–	﹤0.01%	650
2025 Q2	$700	Hold	7	–	–	﹤0.01%	659
2025 Q1	$737	Hold	7	–	–	﹤0.01%	641
2024 Q4	$552	Sell	7 -44	-86%	-$3.41K	﹤0.01%	649
2024 Q3	$3.79K	Hold	51	–	–	﹤0.01%	643
2024 Q2	$4.77K	Hold	51	–	–	﹤0.01%	613
2024 Q1	$5.34K	Hold	51	–	–	﹤0.01%	685
2023 Q4	$4.62K	Hold	51	–	–	﹤0.01%	622
2023 Q3	$4.16K	Hold	51	–	–	﹤0.01%	636
2023 Q2	$3.54K	Hold	51	–	–	﹤0.01%	679
2023 Q1	$4.4K	Hold	51	–	–	﹤0.01%	635
2022 Q4	$3.48K	Buy	+51	New	+$2.91K	﹤0.01%	660

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

Colonial Trust Advisors's OKTA Position: Q1 2026 in Review

Colonial Trust Advisors held its Okta (OKTA) position steady in Q1 2026 at 7 shares worth $551. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Colonial Trust Advisors first reported a position in OKTA in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.34K in Q1 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Colonial Trust Advisors held 7 shares of Okta worth $551 as of Q1 2026.
Colonial Trust Advisors left its Okta share count unchanged in Q1 2026.
Okta made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #695 holding.
Colonial Trust Advisors first reported a position in Okta in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's Okta position peaked at $5.34K in Q1 2024.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.