NewEdge Wealth’s Okta OKTA Stock Holding History

NewEdge Wealth’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	$4.42M	Sell	56,204 -19,850	-26%	-$1.65M	0.05%	240
2025 Q4	$6.58M	Sell	76,054 -41,942	-36%	-$3.66M	0.07%	183
2025 Q3	$10.3M	Sell	117,996 -42,319	-26%	-$3.95M	0.15%	118
2025 Q2	$15M	Sell	160,315 -20,486	-11%	-$2.19M	0.24%	92
2025 Q1	$19M	Sell	180,801 -97,826	-35%	-$9.56M	0.34%	77
2024 Q4	$22M	Sell	278,627 -3,290	-1%	-$255K	0.38%	70
2024 Q3	$21M	Buy	281,917 +62,344	+28%	+$5.45M	0.38%	71
2024 Q2	$20.6M	Buy	219,573 +43,638	+25%	+$4.13M	0.45%	60
2024 Q1	$16.8M	Sell	175,935 -6,823	-4%	-$629K	0.38%	73
2023 Q4	$16.5M	Buy	182,758 +17,171	+10%	+$1.31M	0.42%	67
2023 Q3	$13.5M	Buy	165,587 +25,162	+18%	+$1.91M	0.43%	68
2023 Q2	$9.74M	Buy	+140,425	New	+$10.7M	0.33%	87

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

NewEdge Wealth's OKTA Position: Q1 2026 in Review

NewEdge Wealth reduced its Okta (OKTA) stake by 26% in Q1 2026, selling an estimated $1.65M and leaving 56,204 shares worth $4.42M. The position accounts for 0.05% of the portfolio, ranked #240.

NewEdge Wealth first reported a position in OKTA in Q2 2023 and has held it in 12 quarters since. The position peaked at $22M in Q4 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

NewEdge Wealth held 56,204 shares of Okta worth $4.42M as of Q1 2026.
NewEdge Wealth sold 19,850 Okta shares in Q1 2026, an estimated $1.65M.
Okta made up 0.05% of NewEdge Wealth's portfolio in Q1 2026, its #240 holding.
NewEdge Wealth first reported a position in Okta in Q2 2023 and has held it in 12 quarters since.
NewEdge Wealth's Okta position peaked at $22M in Q4 2024.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.