ORG Wealth Partners
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ORG Wealth Partners’s Okta OKTA Stock Holding History

ORG Wealth Partners’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
Q3 		$3.86M Sell
18,461
-2,927
-14% -$463K 0.64% 26
2026
Q2 		$2.92M Buy
21,388
+1,299
+6% +$122K 0.44% 28
2026
Q1 		$1.58M Buy
20,089
+4,394
+28% +$365K 0.31% 50
2025
Q4 		$1.36M Buy
15,695
+1,298
+9% +$113K 0.32% 52
2025
Q3 		$1.32M Buy
14,397
+381
+3% +$35.6K 0.28% 53
2025
Q2 		$1.38M Buy
14,016
+1,289
+10% +$138K 0.33% 45
2025
Q1 		$1.33M Buy
+12,727
New +$1.24M 0.41% 42

Other funds holding OKTA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ORG Wealth Partners's OKTA Position: Q3 2026 in Review

ORG Wealth Partners reduced its Okta (OKTA) stake by 14% in Q3 2026, selling an estimated $463K and leaving 18,461 shares worth $3.86M. The position accounts for 0.64% of the portfolio, ranked #26.

ORG Wealth Partners first reported a position in OKTA in Q1 2025 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • ORG Wealth Partners held 18,461 shares of Okta worth $3.86M as of Q3 2026.
  • ORG Wealth Partners sold 2,927 Okta shares in Q3 2026, an estimated $463K.
  • Okta made up 0.64% of ORG Wealth Partners's portfolio in Q3 2026, its #26 holding.
  • ORG Wealth Partners first reported a position in Okta in Q1 2025 and has held it in 7 quarters since.
  • 479 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.