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Prestige Wealth Management Group’s Okta OKTA Stock Holding History

Prestige Wealth Management Group’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
-25
Closed -$2.16K – 1156
2025
Q4 		$2.16K Buy
+25
New +$2.18K ﹤0.01% 743
2025
Q3 		– Sell
-8
Closed -$800 – 1026
2025
Q2 		$800 Buy
+8
New +$854 ﹤0.01% 879
2022
Q2 		– Sell
-16
Closed -$2K – 1038
2022
Q1 		$2K Hold
16
– – ﹤0.01% 791
2021
Q4 		$4K Hold
16
– – ﹤0.01% 691
2021
Q3 		$4K Hold
16
– – ﹤0.01% 693
2021
Q2 		$4K Buy
16
+5
+45% +$1.21K ﹤0.01% 687
2021
Q1 		$2K Buy
+11
New +$2.76K ﹤0.01% 804

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

Prestige Wealth Management Group's OKTA Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of Okta (OKTA) in Q1 2026, closing a stake of 25 shares — an estimated $2.16K sold.

Prestige Wealth Management Group first reported a position in OKTA in Q1 2021 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 25 Okta shares in Q1 2026, an estimated $2.16K.
  • Prestige Wealth Management Group first reported a position in Okta in Q1 2021 and held it in 7 quarters.
  • Prestige Wealth Management Group's Okta position peaked at $4K in Q4 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.