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Cornerstone Wealth Management’s Okta OKTA Stock Holding History

Cornerstone Wealth Management’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 		$411K Buy
+5,220
New +$433K 0.02% 497
2018
Q3 		– Sell
-38,822
Closed -$755K – 1455
2018
Q2 		$755K Buy
+38,822
New +$1.85M 0.01% 866

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Wealth Management's OKTA Position: Q1 2026 in Review

Cornerstone Wealth Management opened a new position in Okta (OKTA) in Q1 2026: 5,220 shares worth $411K. The stake represents 0.02% of the portfolio and ranks #497 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in OKTA as recently as Q2 2018.

Cornerstone Wealth Management first reported a position in OKTA in Q2 2018 and has held it in 2 quarters since. The position peaked at $755K in Q2 2018. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Cornerstone Wealth Management held 5,220 shares of Okta worth $411K as of Q1 2026.
  • Okta was a new Cornerstone Wealth Management position in Q1 2026.
  • Okta made up 0.02% of Cornerstone Wealth Management's portfolio in Q1 2026, its #497 holding.
  • Cornerstone Wealth Management first reported a position in Okta in Q2 2018 and has held it in 2 quarters since.
  • Cornerstone Wealth Management's Okta position peaked at $755K in Q2 2018.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.