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Kestra Private Wealth Services’s Okta OKTA Stock Holding History

Kestra Private Wealth Services’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 		$254K Sell
3,223
-1,115
-26% -$92.5K ﹤0.01% 1529
2025
Q4 		$375K Sell
4,338
-542
-11% -$47.3K ﹤0.01% 1318
2025
Q3 		$447K Sell
4,880
-225
-4% -$21K 0.01% 1159
2025
Q2 		$510K Sell
5,105
-293
-5% -$31.3K 0.01% 1025
2025
Q1 		$568K Buy
+5,398
New +$527K 0.01% 897

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

Kestra Private Wealth Services's OKTA Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Okta (OKTA) stake by 26% in Q1 2026, selling an estimated $92.5K and leaving 3,223 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Kestra Private Wealth Services first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $568K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Kestra Private Wealth Services held 3,223 shares of Okta worth $254K as of Q1 2026.
  • Kestra Private Wealth Services sold 1,115 Okta shares in Q1 2026, an estimated $92.5K.
  • Okta made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1529 holding.
  • Kestra Private Wealth Services first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • Kestra Private Wealth Services's Okta position peaked at $568K in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.