Cornerstone Planning Group’s Okta OKTA Stock Holding History

Cornerstone Planning Group’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	$1.09K	Buy	14 +11	+367%	+$913	﹤0.01%	1442
2025 Q4	$272	Sell	3 -13	-81%	-$1.13K	﹤0.01%	1620
2025 Q3	$2.2K	Buy	16 +10	+167%	+$934	﹤0.01%	1140
2025 Q2	$576	Sell	6 -4	-40%	-$427	﹤0.01%	1255
2025 Q1	$983	Buy	10 +7	+233%	+$684	﹤0.01%	1135
2024 Q4	$273	Hold	3	–	–	﹤0.01%	1300
2024 Q3	$221	Hold	3	–	–	﹤0.01%	1226
2024 Q2	$249	Hold	3	–	–	﹤0.01%	1168
2024 Q1	$290	Hold	3	–	–	﹤0.01%	995
2023 Q4	$272	Hold	3	–	–	﹤0.01%	837
2023 Q3	$245	Buy	+3	New	+$227	﹤0.01%	998

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

Cornerstone Planning Group's OKTA Position: Q1 2026 in Review

Cornerstone Planning Group increased its Okta (OKTA) stake by 367% in Q1 2026, buying an estimated $913 and bringing the position to 14 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Cornerstone Planning Group first reported a position in OKTA in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.2K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Cornerstone Planning Group held 14 shares of Okta worth $1.09K as of Q1 2026.
Cornerstone Planning Group bought 11 Okta shares in Q1 2026, an estimated $913.
Okta made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1442 holding.
Cornerstone Planning Group first reported a position in Okta in Q3 2023 and has held it in 11 quarters since.
Cornerstone Planning Group's Okta position peaked at $2.2K in Q3 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.