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 Q2	–	Sell	-7,341	Closed	-$578K	–	83
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Okta (OKTA) in Q2 2026, closing a stake of 7,341 shares — an estimated $578K sold.

Redwood Wealth Management Group first reported a position in OKTA in Q2 2024 and held it in 5 quarters. The position peaked at $652K in Q4 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Redwood Wealth Management Group reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 7,341 Okta shares in Q2 2026, an estimated $578K.
Redwood Wealth Management Group first reported a position in Okta in Q2 2024 and held it in 5 quarters.
Redwood Wealth Management Group's Okta position peaked at $652K in Q4 2025.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.