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IMG Wealth Management’s Okta OKTA Stock Holding History

IMG 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 		$72.8K Hold
925
– – 0.05% 150
2025
Q4 		$80K Sell
925
-14
-1% -$1.22K 0.05% 143
2025
Q3 		$86.1K Buy
939
+14
+2% +$1.31K 0.06% 130
2025
Q2 		$92.5K Buy
+925
New +$98.8K 0.07% 124

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

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

IMG Wealth Management held its Okta (OKTA) position steady in Q1 2026 at 925 shares worth $72.8K. The position accounts for 0.05% of the portfolio, ranked #150.

IMG Wealth Management first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $92.5K in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • IMG Wealth Management held 925 shares of Okta worth $72.8K as of Q1 2026.
  • IMG Wealth Management left its Okta share count unchanged in Q1 2026.
  • Okta made up 0.05% of IMG Wealth Management's portfolio in Q1 2026, its #150 holding.
  • IMG Wealth Management first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Okta position peaked at $92.5K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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