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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
Q2 		$9.14K Sell
67
-23
-26% -$2.16K ﹤0.01% 610
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 $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

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

Private Wealth Management Group reduced its Okta (OKTA) stake by 26% in Q2 2026, selling an estimated $2.16K and leaving 67 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Private Wealth Management Group first reported a position in OKTA in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.3K in Q2 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Private Wealth Management Group held 67 shares of Okta worth $9.14K as of Q2 2026.
  • Private Wealth Management Group sold 23 Okta shares in Q2 2026, an estimated $2.16K.
  • Okta made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #610 holding.
  • Private Wealth Management Group first reported a position in Okta in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Okta position peaked at $9.3K in Q2 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.