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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
Q3 		$943K Sell
4,510
-560
-11% -$88.7K 0.04% 346
2026
Q2 		$692K Sell
5,070
-150
-3% -$14.1K 0.03% 414
2026
Q1 		$411K Buy
+5,220
New +$433K 0.02% 497

Other funds holding OKTA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Cornerstone Wealth Management's OKTA Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Okta (OKTA) stake by 11% in Q3 2026, selling an estimated $88.7K and leaving 4,510 shares worth $943K. The position accounts for 0.04% of the portfolio, ranked #346.

Cornerstone Wealth Management first reported a position in OKTA in Q1 2026 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Cornerstone Wealth Management held 4,510 shares of Okta worth $943K as of Q3 2026.
  • Cornerstone Wealth Management sold 560 Okta shares in Q3 2026, an estimated $88.7K.
  • Okta made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #346 holding.
  • Cornerstone Wealth Management first reported a position in Okta in Q1 2026 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.