Golden State Wealth Management’s Okta OKTA Stock Holding History

Golden State 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	$787	Sell	10 -22	-69%	-$1.83K	﹤0.01%	1478
2025 Q4	$2.77K	Sell	32 -661	-95%	-$57.7K	﹤0.01%	1331
2025 Q3	$63.5K	Sell	693 -165	-19%	-$15.4K	0.01%	616
2025 Q2	$85.8K	Buy	858 +535	+166%	+$57.1K	0.01%	523
2025 Q1	$34K	Buy	323 +22	+7%	+$2.15K	0.01%	679
2024 Q4	$23.7K	Buy	+301	New	+$23.3K	﹤0.01%	731
2019 Q2	–	Sell	-350	Closed	-$29K	–	1136
2019 Q1	$29K	Buy	+350	New	+$27.7K	0.01%	552

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

Golden State Wealth Management's OKTA Position: Q1 2026 in Review

Golden State Wealth Management reduced its Okta (OKTA) stake by 69% in Q1 2026, selling an estimated $1.83K and leaving 10 shares worth $787. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Golden State Wealth Management first reported a position in OKTA in Q1 2019 and has held it in 7 quarters since. The position peaked at $85.8K in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Golden State Wealth Management held 10 shares of Okta worth $787 as of Q1 2026.
Golden State Wealth Management sold 22 Okta shares in Q1 2026, an estimated $1.83K.
Okta made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1478 holding.
Golden State Wealth Management first reported a position in Okta in Q1 2019 and has held it in 7 quarters since.
Golden State Wealth Management's Okta position peaked at $85.8K in Q2 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.