Corient Private Wealth
OKTA icon

Corient Private Wealth’s Okta OKTA Stock Holding History

Corient Private Wealth’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
Q2 		$4.89M Sell
35,824
-117,059
-77% -$11M 0.01% 916
2026
Q1 		$12M Buy
152,883
+134,969
+753% +$11.2M 0.02% 562
2025
Q4 		$1.55M Buy
17,914
+6,732
+60% +$587K ﹤0.01% 1276
2025
Q3 		$1.03M Buy
11,182
+518
+5% +$48.4K ﹤0.01% 1414
2025
Q2 		$1.07M Sell
10,664
-1,439
-12% -$154K ﹤0.01% 1335
2025
Q1 		$1.27M Buy
12,103
+1,956
+19% +$191K ﹤0.01% 1180
2024
Q4 		$800K Sell
10,147
-1,378
-12% -$107K ﹤0.01% 1407
2024
Q3 		$857K Buy
11,525
+1,659
+17% +$145K ﹤0.01% 1481
2024
Q2 		$924K Sell
9,866
-963
-9% -$91.2K ﹤0.01% 1356
2024
Q1 		$1.13M Buy
10,829
+1,701
+19% +$157K ﹤0.01% 1271
2023
Q4 		$826K Sell
9,128
-1,935
-17% -$148K ﹤0.01% 1363
2023
Q3 		$902K Buy
11,063
+382
+4% +$29K ﹤0.01% 1234
2023
Q2 		$740K Sell
10,681
-976
-8% -$74.1K ﹤0.01% 1265
2023
Q1 		$1.01M Buy
11,657
+5,461
+88% +$416K ﹤0.01% 1085
2022
Q4 		$432K Buy
+6,196
New +$354K ﹤0.01% 1195

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Corient Private Wealth's OKTA Position: Q2 2026 in Review

Corient Private Wealth reduced its Okta (OKTA) stake by 77% in Q2 2026, selling an estimated $11M and leaving 35,824 shares worth $4.89M. The position accounts for 0.01% of the portfolio, ranked #916.

Corient Private Wealth first reported a position in OKTA in Q4 2022 and has held it in 15 quarters since. The position peaked at $12M in Q1 2026. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Corient Private Wealth held 35,824 shares of Okta worth $4.89M as of Q2 2026.
  • Corient Private Wealth sold 117,059 Okta shares in Q2 2026, an estimated $11M.
  • Okta made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #916 holding.
  • Corient Private Wealth first reported a position in Okta in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Okta position peaked at $12M in Q1 2026.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.