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MONECO Advisors’s Okta OKTA Stock Holding History

MONECO Advisors’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 		$230K Buy
+2,922
New +$242K 0.02% 471

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

MONECO Advisors's OKTA Position: Q1 2026 in Review

MONECO Advisors opened a new position in Okta (OKTA) in Q1 2026: 2,922 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #471 among its holdings.

730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • MONECO Advisors held 2,922 shares of Okta worth $230K as of Q1 2026.
  • Okta was a new MONECO Advisors position in Q1 2026.
  • Okta made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #471 holding.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.