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Norris Financial Group’s Okta OKTA Stock Holding History

Norris Financial Group’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
-36,684
Closed -$3.17M – 106
2025
Q4 		$3.17M Buy
36,684
+1,807
+5% +$158K 1.08% 30
2025
Q3 		$3.2M Buy
34,877
+16,725
+92% +$1.56M 1.17% 27
2025
Q2 		$1.81M Sell
18,152
-5,081
-22% -$543K 0.74% 36
2025
Q1 		$2.44M Buy
+23,233
New +$2.27M 1.14% 22

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norris Financial Group's OKTA Position: Q1 2026 in Review

Norris Financial Group sold out of Okta (OKTA) in Q1 2026, closing a stake of 36,684 shares — an estimated $3.17M sold.

Norris Financial Group first reported a position in OKTA in Q1 2025 and held it in 4 quarters. The position peaked at $3.2M in Q3 2025. 733 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Norris Financial Group reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Norris Financial Group sold 36,684 Okta shares in Q1 2026, an estimated $3.17M.
  • Norris Financial Group first reported a position in Okta in Q1 2025 and held it in 4 quarters.
  • Norris Financial Group's Okta position peaked at $3.2M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Norris Financial Group's 13F filing for Q1 2026, filed 20 May 2026.