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Greykasell Wealth Strategies’s Okta OKTA Stock Holding History

Greykasell Wealth Strategies’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 		– Sell
-55
Closed -$4.76K – 571
2025
Q4 		$4.76K Hold
55
– – ﹤0.01% 414
2025
Q3 		$5.04K Hold
55
– – ﹤0.01% 337
2025
Q2 		$5.5K Buy
+55
New +$5.87K ﹤0.01% 274

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

Greykasell Wealth Strategies's OKTA Position: Q1 2026 in Review

Greykasell Wealth Strategies sold out of Okta (OKTA) in Q1 2026, closing a stake of 55 shares — an estimated $4.76K sold.

Greykasell Wealth Strategies first reported a position in OKTA in Q2 2025 and held it in 3 quarters. The position peaked at $5.5K in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Greykasell Wealth Strategies reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 55 Okta shares in Q1 2026, an estimated $4.76K.
  • Greykasell Wealth Strategies first reported a position in Okta in Q2 2025 and held it in 3 quarters.
  • Greykasell Wealth Strategies's Okta position peaked at $5.5K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.