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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
Q2 		$2.87K Buy
21
+7
+50% +$658 ﹤0.01% 978
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 $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

Rialto Wealth Management's OKTA Position: Q2 2026 in Review

Rialto Wealth Management increased its Okta (OKTA) stake by 50% in Q2 2026, buying an estimated $658 and bringing the position to 21 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Rialto Wealth Management first reported a position in OKTA in Q2 2025 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Rialto Wealth Management held 21 shares of Okta worth $2.87K as of Q2 2026.
  • Rialto Wealth Management bought 7 Okta shares in Q2 2026, an estimated $658.
  • Okta made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #978 holding.
  • Rialto Wealth Management first reported a position in Okta in Q2 2025 and has held it in 5 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.