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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
Q2 		$3.52M Sell
25,819
-1,566
-6% -$147K 0.56% 55
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LMG Wealth Partners's OKTA Position: Q2 2026 in Review

LMG Wealth Partners reduced its Okta (OKTA) stake by 5.7% in Q2 2026, selling an estimated $147K and leaving 25,819 shares worth $3.52M. The position accounts for 0.56% of the portfolio, ranked #55.

LMG Wealth Partners first reported a position in OKTA in Q1 2024 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • LMG Wealth Partners held 25,819 shares of Okta worth $3.52M as of Q2 2026.
  • LMG Wealth Partners sold 1,566 Okta shares in Q2 2026, an estimated $147K.
  • Okta made up 0.56% of LMG Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • LMG Wealth Partners first reported a position in Okta in Q1 2024 and has held it in 10 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.