LeConte Wealth Management’s Okta OKTA Stock Holding History

LeConte 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 Q3	$339K	Buy	+1,622	New	+$257K	0.18%	106

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LeConte Wealth Management's OKTA Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in Okta (OKTA) in Q3 2026: 1,622 shares worth $339K. The stake represents 0.18% of the portfolio and ranks #106 among its holdings.

578 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

LeConte Wealth Management held 1,622 shares of Okta worth $339K as of Q3 2026.
Okta was a new LeConte Wealth Management position in Q3 2026.
Okta made up 0.18% of LeConte Wealth Management's portfolio in Q3 2026, its #106 holding.
578 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.