SageView Advisory Group’s Okta OKTA Stock Holding History

SageView Advisory 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	–	Sell	-92	Closed	-$7.96K	–	1839
2025 Q4	$7.96K	Buy	+92	New	+$8.03K	﹤0.01%	1805

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's OKTA Position: Q1 2026 in Review

SageView Advisory Group sold out of Okta (OKTA) in Q1 2026, closing a stake of 92 shares — an estimated $7.96K sold.

SageView Advisory Group first reported a position in OKTA in Q4 2025 and held it in 1 quarter. The position peaked at $7.96K in Q4 2025. 733 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

SageView Advisory Group reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 92 Okta shares in Q1 2026, an estimated $7.96K.
SageView Advisory Group first reported a position in Okta in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Okta position peaked at $7.96K in Q4 2025.
733 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.