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 Q2	$1.91K	Hold	14	–	–	﹤0.01%	1342
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cornerstone Planning Group's OKTA Position: Q2 2026 in Review

Cornerstone Planning Group held its Okta (OKTA) position steady in Q2 2026 at 14 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Cornerstone Planning Group first reported a position in OKTA in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.2K in Q3 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Cornerstone Planning Group held 14 shares of Okta worth $1.91K as of Q2 2026.
Cornerstone Planning Group left its Okta share count unchanged in Q2 2026.
Okta made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1342 holding.
Cornerstone Planning Group first reported a position in Okta in Q3 2023 and has held it in 12 quarters since.
Cornerstone Planning Group's Okta position peaked at $2.2K in Q3 2025.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.