Integrated Wealth Concepts’s Okta OKTA Stock Holding History

Integrated Wealth Concepts’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	$678K	Buy	+8,617	New	+$715K	0.01%	1355
2025 Q4	–	Sell	-11,801	Closed	-$1.08M	–	1917
2025 Q3	$1.08M	Buy	11,801 +5,513	+88%	+$515K	0.01%	937
2025 Q2	$629K	Buy	6,288 +4,146	+194%	+$443K	0.01%	1150
2025 Q1	$225K	Buy	+2,142	New	+$209K	﹤0.01%	1564
2024 Q4	–	Sell	-3,597	Closed	-$267K	–	1763
2024 Q3	$267K	Sell	3,597 -101	-3%	-$8.82K	﹤0.01%	1416
2024 Q2	$346K	Buy	3,698 +76	+2%	+$7.2K	﹤0.01%	1239
2024 Q1	$379K	Buy	3,622 +323	+10%	+$29.8K	0.01%	1186
2023 Q4	$299K	Buy	3,299 +11	+0.3%	+$839	﹤0.01%	1272
2023 Q3	$268K	Sell	3,288 -18	-0.5%	-$1.36K	﹤0.01%	1282
2023 Q2	$229K	Buy	3,306 +99	+3%	+$7.52K	﹤0.01%	1352
2023 Q1	$277K	Buy	+3,207	New	+$244K	0.01%	1091

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

Integrated Wealth Concepts's OKTA Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Okta (OKTA) in Q1 2026: 8,617 shares worth $678K. The stake represents 0.01% of the portfolio and ranks #1355 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in OKTA as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in OKTA in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Integrated Wealth Concepts held 8,617 shares of Okta worth $678K as of Q1 2026.
Okta was a new Integrated Wealth Concepts position in Q1 2026.
Okta made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1355 holding.
Integrated Wealth Concepts first reported a position in Okta in Q1 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Okta position peaked at $1.08M in Q3 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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