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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
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

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

ORG Wealth Partners's OKTA Position: Q1 2026 in Review

ORG Wealth Partners increased its Okta (OKTA) stake by 28% in Q1 2026, buying an estimated $365K and bringing the position to 20,089 shares worth $1.58M. The position accounts for 0.31% of the portfolio, ranked #50.

ORG Wealth Partners first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • ORG Wealth Partners held 20,089 shares of Okta worth $1.58M as of Q1 2026.
  • ORG Wealth Partners bought 4,394 Okta shares in Q1 2026, an estimated $365K.
  • Okta made up 0.31% of ORG Wealth Partners's portfolio in Q1 2026, its #50 holding.
  • ORG Wealth Partners first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.