Laurel Wealth Advisors (North Carolina)’s Okta OKTA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-160	Closed	-$13.8K	–	492
2025 Q4	$13.8K	Buy	+160	New	+$14K	﹤0.01%	456
2021 Q3	–	Sell	-30	Closed	-$7K	–	716
2021 Q2	$7K	Hold	30	–	–	﹤0.01%	501
2021 Q1	$7K	Hold	30	–	–	﹤0.01%	452
2020 Q4	$8K	Hold	30	–	–	﹤0.01%	430
2020 Q3	$6K	Hold	30	–	–	﹤0.01%	416
2020 Q2	$6K	Sell	30 -10	-25%	-$1.7K	﹤0.01%	403
2020 Q1	$5K	Hold	40	–	–	﹤0.01%	414
2019 Q4	$5K	Hold	40	–	–	﹤0.01%	443
2019 Q3	$4K	Buy	+40	New	+$5K	﹤0.01%	445

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

Laurel Wealth Advisors (North Carolina)'s OKTA Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Okta (OKTA) in Q1 2026, closing a stake of 160 shares — an estimated $13.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in OKTA in Q3 2019 and held it in 9 quarters. The position peaked at $13.8K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 160 Okta shares in Q1 2026, an estimated $13.8K.
Laurel Wealth Advisors (North Carolina) first reported a position in Okta in Q3 2019 and held it in 9 quarters.
Laurel Wealth Advisors (North Carolina)'s Okta position peaked at $13.8K in Q4 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.