Pinnacle Holdings’s Okta OKTA Stock Holding History

Pinnacle Holdings’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	-913	Closed	-$78.9K	–	247
2025 Q4	$78.9K	Buy	+913	New	+$79.7K	0.03%	179
2025 Q1	–	Sell	-450	Closed	-$35.5K	–	251
2024 Q4	$35.5K	Buy	+450	New	+$34.9K	0.01%	209

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

Pinnacle Holdings's OKTA Position: Q1 2026 in Review

Pinnacle Holdings sold out of Okta (OKTA) in Q1 2026, closing a stake of 913 shares — an estimated $78.9K sold.

Pinnacle Holdings first reported a position in OKTA in Q4 2024 and held it in 2 quarters. The position peaked at $78.9K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Pinnacle Holdings reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Pinnacle Holdings sold 913 Okta shares in Q1 2026, an estimated $78.9K.
Pinnacle Holdings first reported a position in Okta in Q4 2024 and held it in 2 quarters.
Pinnacle Holdings's Okta position peaked at $78.9K in Q4 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Pinnacle Holdings's 13F filing for Q1 2026, filed 8 May 2026.