Kingsview Wealth Management’s Okta OKTA Stock Holding History

Kingsview 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	$312K	Buy	3,963 +1,510	+62%	+$125K	﹤0.01%	1067
2025 Q4	$212K	Buy	2,453 +267	+12%	+$23.3K	﹤0.01%	1152
2025 Q3	$200K	Buy	+2,186	New	+$204K	﹤0.01%	1146
2022 Q2	–	Sell	-1,422	Closed	-$215K	–	892
2022 Q1	$215K	Sell	1,422 -39	-3%	-$6.99K	0.01%	800
2021 Q4	$328K	Sell	1,461 -43	-3%	-$10.2K	0.01%	692
2021 Q3	$357K	Sell	1,504 -99	-6%	-$24.6K	0.02%	636
2021 Q2	$386K	Buy	1,603 +58	+4%	+$14K	0.02%	632
2021 Q1	$355K	Buy	1,545 +76	+5%	+$19.1K	0.02%	592
2020 Q4	$374K	Sell	1,469 -244	-14%	-$58K	0.03%	511
2020 Q3	$366K	Sell	1,713 -1,353	-44%	-$282K	0.03%	436
2020 Q2	$614K	Buy	3,066 +1,294	+73%	+$220K	0.06%	290
2020 Q1	$217K	Buy	+1,772	New	+$222K	0.03%	411
2019 Q3	–	Sell	-1,707	Closed	-$211K	–	474
2019 Q2	$211K	Buy	+1,707	New	+$185K	0.04%	385

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

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

Kingsview Wealth Management increased its Okta (OKTA) stake by 62% in Q1 2026, buying an estimated $125K and bringing the position to 3,963 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Kingsview Wealth Management first reported a position in OKTA in Q2 2019 and has held it in 13 quarters since. The position peaked at $614K in Q2 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Kingsview Wealth Management held 3,963 shares of Okta worth $312K as of Q1 2026.
Kingsview Wealth Management bought 1,510 Okta shares in Q1 2026, an estimated $125K.
Okta made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1067 holding.
Kingsview Wealth Management first reported a position in Okta in Q2 2019 and has held it in 13 quarters since.
Kingsview Wealth Management's Okta position peaked at $614K in Q2 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.