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Mindset Wealth Management’s Okta OKTA Stock Holding History

Mindset 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
Q1 		– Sell
-2,818
Closed -$244K – 189
2025
Q4 		$244K Buy
2,818
+414
+17% +$36.1K 0.06% 159
2025
Q3 		$220K Buy
+2,404
New +$224K 0.06% 157
2025
Q2 		– Sell
-2,247
Closed -$236K – 160
2025
Q1 		$236K Buy
+2,247
New +$219K 0.09% 123

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mindset Wealth Management's OKTA Position: Q1 2026 in Review

Mindset Wealth Management sold out of Okta (OKTA) in Q1 2026, closing a stake of 2,818 shares — an estimated $244K sold.

Mindset Wealth Management first reported a position in OKTA in Q1 2025 and held it in 3 quarters. The position peaked at $244K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Mindset Wealth Management reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 2,818 Okta shares in Q1 2026, an estimated $244K.
  • Mindset Wealth Management first reported a position in Okta in Q1 2025 and held it in 3 quarters.
  • Mindset Wealth Management's Okta position peaked at $244K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.