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Private Wealth Management Group’s Okta OKTA Stock Holding History

Private 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 		$7.08K Buy
90
+19
+27% +$1.58K ﹤0.01% 643
2025
Q4 		$6.14K Sell
71
-22
-24% -$1.92K ﹤0.01% 691
2025
Q3 		$8.53K Hold
93
– – ﹤0.01% 574
2025
Q2 		$9.3K Buy
93
+10
+12% +$1.07K ﹤0.01% 516
2025
Q1 		$8.73K Buy
83
+18
+28% +$1.76K ﹤0.01% 514
2024
Q4 		$5.12K Buy
65
+29
+81% +$2.25K ﹤0.01% 732
2024
Q3 		$2.68K Sell
36
-52
-59% -$4.54K ﹤0.01% 963
2024
Q2 		$8.24K Buy
88
+28
+47% +$2.65K ﹤0.01% 502
2024
Q1 		$6.28K Hold
60
– – ﹤0.01% 552
2023
Q4 		$5.43K Buy
+60
New +$4.58K ﹤0.01% 601

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

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

Private Wealth Management Group increased its Okta (OKTA) stake by 27% in Q1 2026, buying an estimated $1.58K and bringing the position to 90 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Private Wealth Management Group first reported a position in OKTA in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.3K in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Private Wealth Management Group held 90 shares of Okta worth $7.08K as of Q1 2026.
  • Private Wealth Management Group bought 19 Okta shares in Q1 2026, an estimated $1.58K.
  • Okta made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #643 holding.
  • Private Wealth Management Group first reported a position in Okta in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Okta position peaked at $9.3K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.