Meriwether Wealth & Planning’s Okta OKTA Stock Holding History

Meriwether Wealth & Planning’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	$209	Buy	+1	New	+$158	﹤0.01%	847

Other funds holding OKTA

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Meriwether Wealth & Planning's OKTA Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Okta (OKTA) in Q3 2026: 1 share worth $209. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings.

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

Meriwether Wealth & Planning held 1 share of Okta worth $209 as of Q3 2026.
Okta was a new Meriwether Wealth & Planning position in Q3 2026.
Okta made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #847 holding.
198 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.