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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
Q2 		$3K Buy
+22
New +$2.07K ﹤0.01% 690
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 $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

Prestige Wealth Management Group's OKTA Position: Q2 2026 in Review

Prestige Wealth Management Group opened a new position in Okta (OKTA) in Q2 2026: 22 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Prestige Wealth Management Group previously reported a position in OKTA as recently as Q4 2025.

Prestige Wealth Management Group first reported a position in OKTA in Q1 2021 and has held it in 8 quarters since. The position peaked at $4K in Q4 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Prestige Wealth Management Group held 22 shares of Okta worth $3K as of Q2 2026.
  • Okta was a new Prestige Wealth Management Group position in Q2 2026.
  • Okta made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #690 holding.
  • Prestige Wealth Management Group first reported a position in Okta in Q1 2021 and has held it in 8 quarters since.
  • Prestige Wealth Management Group's Okta position peaked at $4K in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.