Kassira Wealth Management’s Okta OKTA Stock Holding History

Kassira 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	–	Sell	-2,655	Closed	-$230K	–	66
2025 Q4	$230K	Hold	2,655	–	–	0.22%	52
2025 Q3	$243K	Buy	+2,655	New	+$248K	0.23%	48

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kassira Wealth Management sold out of Okta (OKTA) in Q1 2026, closing a stake of 2,655 shares — an estimated $230K sold.

Kassira Wealth Management first reported a position in OKTA in Q3 2025 and held it in 2 quarters. The position peaked at $243K in Q3 2025. 733 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Kassira Wealth Management reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Kassira Wealth Management sold 2,655 Okta shares in Q1 2026, an estimated $230K.
Kassira Wealth Management first reported a position in Okta in Q3 2025 and held it in 2 quarters.
Kassira Wealth Management's Okta position peaked at $243K in Q3 2025.
733 funds tracked by Wall St. Rank held Okta as of Q1 2026.

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