CreativeOne Wealth’s Okta OKTA Stock Holding History

CreativeOne 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 Q1	$216K	Sell	2,749 -6	-0.2%	-$498	0.01%	1105
2025 Q4	$238K	Sell	2,755 -113	-4%	-$9.86K	0.01%	1053
2025 Q3	$263K	Buy	2,868 +267	+10%	+$24.9K	0.01%	1003
2025 Q2	$260K	Sell	2,601 -2,282	-47%	-$244K	0.01%	974
2025 Q1	$514K	Buy	+4,883	New	+$477K	0.02%	677
2022 Q1	–	Sell	-1,508	Closed	-$338K	–	791
2021 Q4	$338K	Buy	1,508 +215	+17%	+$51.2K	0.02%	565
2021 Q3	$307K	Hold	1,293	–	–	0.02%	546
2021 Q2	$316K	Hold	1,293	–	–	0.02%	521
2021 Q1	$285K	Sell	1,293 -743	-36%	-$187K	0.02%	459
2020 Q4	$518K	Buy	+2,036	New	+$484K	0.04%	282

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

CreativeOne Wealth's OKTA Position: Q1 2026 in Review

CreativeOne Wealth reduced its Okta (OKTA) stake by 0.22% in Q1 2026, selling an estimated $498 and leaving 2,749 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #1105.

CreativeOne Wealth first reported a position in OKTA in Q4 2020 and has held it in 10 quarters since. The position peaked at $518K in Q4 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

CreativeOne Wealth held 2,749 shares of Okta worth $216K as of Q1 2026.
CreativeOne Wealth sold 6 Okta shares in Q1 2026, an estimated $498.
Okta made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1105 holding.
CreativeOne Wealth first reported a position in Okta in Q4 2020 and has held it in 10 quarters since.
CreativeOne Wealth's Okta position peaked at $518K in Q4 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.