Darwin Wealth Management’s Okta OKTA Stock Holding History

Darwin 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	$472	Hold	6	–	–	﹤0.01%	559
2025 Q4	$518	Hold	6	–	–	﹤0.01%	589
2025 Q3	$550	Hold	6	–	–	﹤0.01%	558
2025 Q2	$599	Hold	6	–	–	﹤0.01%	549
2025 Q1	$472	Hold	6	–	–	﹤0.01%	585
2024 Q4	$472	Hold	6	–	–	﹤0.01%	585
2024 Q3	$446	Buy	+6	New	+$524	﹤0.01%	597
2020 Q4	–	Sell	-13,529	Closed	-$2.89M	–	175
2020 Q3	$2.89M	Sell	13,529 -724	-5%	-$151K	0.63%	50
2020 Q2	$2.85M	Buy	14,253 +14,003	+5,601%	+$2.38M	0.73%	51
2020 Q1	$30K	Buy	+250	New	+$31.4K	0.01%	303

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

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

Darwin Wealth Management held its Okta (OKTA) position steady in Q1 2026 at 6 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Darwin Wealth Management first reported a position in OKTA in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.89M in Q3 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Darwin Wealth Management held 6 shares of Okta worth $472 as of Q1 2026.
Darwin Wealth Management left its Okta share count unchanged in Q1 2026.
Okta made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #559 holding.
Darwin Wealth Management first reported a position in Okta in Q1 2020 and has held it in 10 quarters since.
Darwin Wealth Management's Okta position peaked at $2.89M in Q3 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.