LMG Wealth Partners’s Okta OKTA Stock Holding History

LMG Wealth Partners’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	$2.16M	Buy	27,385 +1,387	+5%	+$115K	0.39%	74
2025 Q4	$2.25M	Buy	25,998 +1,444	+6%	+$126K	0.42%	68
2025 Q3	$2.25M	Buy	24,554 +1,274	+5%	+$119K	0.42%	67
2025 Q2	$2.33M	Buy	23,280 +57	+0.2%	+$6.09K	0.48%	62
2025 Q1	$2.44M	Buy	23,223 +716	+3%	+$69.9K	0.54%	56
2024 Q4	$1.77M	Buy	22,507 +2,974	+15%	+$231K	0.39%	68
2024 Q3	$1.45M	Buy	19,533 +7,378	+61%	+$645K	0.33%	75
2024 Q2	$1.14M	Buy	12,155 +1,364	+13%	+$129K	0.28%	76
2024 Q1	$1.13M	Buy	+10,791	New	+$995K	0.28%	79

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

LMG Wealth Partners's OKTA Position: Q1 2026 in Review

LMG Wealth Partners increased its Okta (OKTA) stake by 5.3% in Q1 2026, buying an estimated $115K and bringing the position to 27,385 shares worth $2.16M. The position accounts for 0.39% of the portfolio, ranked #74.

LMG Wealth Partners first reported a position in OKTA in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.44M in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

LMG Wealth Partners held 27,385 shares of Okta worth $2.16M as of Q1 2026.
LMG Wealth Partners bought 1,387 Okta shares in Q1 2026, an estimated $115K.
Okta made up 0.39% of LMG Wealth Partners's portfolio in Q1 2026, its #74 holding.
LMG Wealth Partners first reported a position in Okta in Q1 2024 and has held it in 9 quarters since.
LMG Wealth Partners's Okta position peaked at $2.44M in Q1 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.