Pinnacle Wealth Planning Services
OKTA icon

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
Q3 		$42.7K Buy
204
+7
+4% +$1.11K ﹤0.01% 1374
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

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Pinnacle Wealth Planning Services's OKTA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Okta (OKTA) stake by 3.6% in Q3 2026, buying an estimated $1.11K and bringing the position to 204 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Pinnacle Wealth Planning Services first reported a position in OKTA in Q4 2020 and has held it in 5 quarters since. 520 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 204 shares of Okta worth $42.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 7 Okta shares in Q3 2026, an estimated $1.11K.
  • Okta made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1374 holding.
  • Pinnacle Wealth Planning Services first reported a position in Okta in Q4 2020 and has held it in 5 quarters since.
  • 520 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.