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Pinnacle Wealth Planning Services’s Okta OKTA Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$26.9K Buy
197
+37
+23% +$3.48K ﹤0.01% 1646
2026
Q1 		$12.6K Buy
160
+19
+13% +$1.58K ﹤0.01% 1915
2025
Q4 		$12.2K Buy
+141
New +$12.3K ﹤0.01% 1934
2021
Q1 		– Sell
-17
Closed -$4K – 1440
2020
Q4 		$4K Buy
+17
New +$4.04K ﹤0.01% 1744

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's OKTA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Okta (OKTA) stake by 23% in Q2 2026, buying an estimated $3.48K and bringing the position to 197 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Pinnacle Wealth Planning Services first reported a position in OKTA in Q4 2020 and has held it in 4 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 197 shares of Okta worth $26.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 37 Okta shares in Q2 2026, an estimated $3.48K.
  • Okta made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1646 holding.
  • Pinnacle Wealth Planning Services first reported a position in Okta in Q4 2020 and has held it in 4 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.