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Curio Wealth’s Okta OKTA Stock Holding History

Curio 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 		$1.97K Sell
25
-75
-75% -$6.22K ﹤0.01% 319
2025
Q4 		$8.84K Buy
+100
New +$8.73K ﹤0.01% 249
2025
Q3 		– Sell
-22
Closed -$2.2K – 344
2025
Q2 		$2.2K Buy
22
+21
+2,100% +$2.24K ﹤0.01% 276
2025
Q1 		$1.73K Buy
+1
New +$98 ﹤0.01% 308

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

Curio Wealth's OKTA Position: Q1 2026 in Review

Curio Wealth reduced its Okta (OKTA) stake by 75% in Q1 2026, selling an estimated $6.22K and leaving 25 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Curio Wealth first reported a position in OKTA in Q1 2025 and has held it in 4 quarters since. The position peaked at $8.84K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Curio Wealth held 25 shares of Okta worth $1.97K as of Q1 2026.
  • Curio Wealth sold 75 Okta shares in Q1 2026, an estimated $6.22K.
  • Okta made up ﹤0.01% of Curio Wealth's portfolio in Q1 2026, its #319 holding.
  • Curio Wealth first reported a position in Okta in Q1 2025 and has held it in 4 quarters since.
  • Curio Wealth's Okta position peaked at $8.84K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.