Opes Wealth Management’s Okta OKTA Stock Holding History

Opes 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	$242K	Buy	3,072 +47	+2%	+$3.9K	0.04%	130
2025 Q4	$262K	Buy	3,025 +15	+0.5%	+$1.31K	0.04%	129
2025 Q3	$276K	Hold	3,010	–	–	0.05%	125
2025 Q2	$301K	Sell	3,010 -105	-3%	-$11.2K	0.05%	121
2025 Q1	$328K	Buy	3,115 +55	+2%	+$5.37K	0.07%	108
2024 Q4	$241K	Sell	3,060 -5	-0.2%	-$388	0.05%	124
2024 Q3	$228K	Sell	3,065 -38	-1%	-$3.32K	0.04%	124
2024 Q2	$290K	Buy	3,103 +83	+3%	+$7.86K	0.06%	110
2024 Q1	$316K	Buy	3,020 +5	+0.2%	+$461	0.07%	103
2023 Q4	$273K	Buy	3,015 +5	+0.2%	+$381	0.07%	107
2023 Q3	$245K	Hold	3,010	–	–	0.07%	109
2023 Q2	$209K	Hold	3,010	–	–	0.06%	119
2023 Q1	$260K	Hold	3,010	–	–	0.08%	95
2022 Q4	$206K	Buy	+3,010	New	+$172K	0.07%	98
2022 Q2	–	Sell	-2,050	Closed	-$309K	–	103
2022 Q1	$309K	Hold	2,050	–	–	0.1%	85
2021 Q4	$460K	Hold	2,050	–	–	0.14%	71
2021 Q3	$487K	Hold	2,050	–	–	0.17%	63
2021 Q2	$502K	Hold	2,050	–	–	0.19%	54
2021 Q1	$452K	Hold	2,050	–	–	0.18%	54
2020 Q4	$521K	Hold	2,050	–	–	0.25%	47
2020 Q3	$438K	Hold	2,050	–	–	0.21%	47
2020 Q2	$410K	Buy	+2,050	New	+$348K	0.21%	47

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

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

Opes Wealth Management increased its Okta (OKTA) stake by 1.6% in Q1 2026, buying an estimated $3.9K and bringing the position to 3,072 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #130.

Opes Wealth Management first reported a position in OKTA in Q2 2020 and has held it in 22 quarters since. The position peaked at $521K in Q4 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Opes Wealth Management held 3,072 shares of Okta worth $242K as of Q1 2026.
Opes Wealth Management bought 47 Okta shares in Q1 2026, an estimated $3.9K.
Okta made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #130 holding.
Opes Wealth Management first reported a position in Okta in Q2 2020 and has held it in 22 quarters since.
Opes Wealth Management's Okta position peaked at $521K in Q4 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.