Redwood Wealth Management Group’s Okta OKTA Stock Holding History

Redwood 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	$578K	Sell	7,341 -200	-3%	-$16.6K	0.25%	82
2025 Q4	$652K	Buy	7,541 +2,195	+41%	+$192K	0.27%	76
2025 Q3	$490K	Buy	5,346 +11	+0.2%	+$1.03K	0.21%	104
2025 Q2	$533K	Buy	+5,335	New	+$570K	0.24%	93
2024 Q3	–	Sell	-185	Closed	-$17.3K	–	794
2024 Q2	$17.3K	Buy	+185	New	+$17.5K	0.01%	473

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Redwood Wealth Management Group reduced its Okta (OKTA) stake by 2.7% in Q1 2026, selling an estimated $16.6K and leaving 7,341 shares worth $578K. The position accounts for 0.25% of the portfolio, ranked #82.

Redwood Wealth Management Group first reported a position in OKTA in Q2 2024 and has held it in 5 quarters since. The position peaked at $652K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Redwood Wealth Management Group held 7,341 shares of Okta worth $578K as of Q1 2026.
Redwood Wealth Management Group sold 200 Okta shares in Q1 2026, an estimated $16.6K.
Okta made up 0.25% of Redwood Wealth Management Group's portfolio in Q1 2026, its #82 holding.
Redwood Wealth Management Group first reported a position in Okta in Q2 2024 and has held it in 5 quarters since.
Redwood Wealth Management Group's Okta position peaked at $652K in Q4 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.