Colonial Trust’s Okta OKTA Stock Holding History

Colonial Trust’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	$4.25K	Hold	54	–	–	﹤0.01%	886
2025 Q4	$4.67K	Sell	54 -13	-19%	-$1.13K	﹤0.01%	858
2025 Q3	$6.14K	Hold	67	–	–	﹤0.01%	807
2025 Q2	$6.7K	Buy	67 +21	+46%	+$2.24K	﹤0.01%	798
2025 Q1	$4.84K	Sell	46 -175	-79%	-$17.1K	﹤0.01%	832
2024 Q4	$17.4K	Buy	+221	New	+$17.1K	﹤0.01%	834

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's OKTA Position: Q1 2026 in Review

Colonial Trust held its Okta (OKTA) position steady in Q1 2026 at 54 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Colonial Trust first reported a position in OKTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.4K in Q4 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Colonial Trust held 54 shares of Okta worth $4.25K as of Q1 2026.
Colonial Trust left its Okta share count unchanged in Q1 2026.
Okta made up ﹤0.01% of Colonial Trust's portfolio in Q1 2026, its #886 holding.
Colonial Trust first reported a position in Okta in Q4 2024 and has held it in 6 quarters since.
Colonial Trust's Okta position peaked at $17.4K in Q4 2024.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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