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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
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 $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

Pinnacle Wealth Planning Services's OKTA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Okta (OKTA) stake by 13% in Q1 2026, buying an estimated $1.58K and bringing the position to 160 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Pinnacle Wealth Planning Services first reported a position in OKTA in Q4 2020 and has held it in 3 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 160 shares of Okta worth $12.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 19 Okta shares in Q1 2026, an estimated $1.58K.
  • Okta made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1915 holding.
  • Pinnacle Wealth Planning Services first reported a position in Okta in Q4 2020 and has held it in 3 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.