RWM
OKTA icon

Rialto Wealth Management’s Okta OKTA Stock Holding History

Rialto Wealth Management’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 		$1.1K Buy
14
+2
+17% +$166 ﹤0.01% 1066
2025
Q4 		$1.04K Buy
12
+6
+100% +$524 ﹤0.01% 983
2025
Q3 		$551 Hold
6
– – ﹤0.01% 1177
2025
Q2 		$600 Buy
+6
New +$641 ﹤0.01% 1052

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

Rialto Wealth Management's OKTA Position: Q1 2026 in Review

Rialto Wealth Management increased its Okta (OKTA) stake by 17% in Q1 2026, buying an estimated $166 and bringing the position to 14 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Rialto Wealth Management first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Rialto Wealth Management held 14 shares of Okta worth $1.1K as of Q1 2026.
  • Rialto Wealth Management bought 2 Okta shares in Q1 2026, an estimated $166.
  • Okta made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1066 holding.
  • Rialto Wealth Management first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.