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SHP Wealth Management’s Okta OKTA Stock Holding History

SHP 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 		$26.1K Buy
331
+22
+7% +$1.83K ﹤0.01% 657
2025
Q4 		$26.7K Buy
+309
New +$27K ﹤0.01% 617

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

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

SHP Wealth Management increased its Okta (OKTA) stake by 7.1% in Q1 2026, buying an estimated $1.83K and bringing the position to 331 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

SHP Wealth Management first reported a position in OKTA in Q4 2025 and has held it in 2 quarters since. The position peaked at $26.7K in Q4 2025. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • SHP Wealth Management held 331 shares of Okta worth $26.1K as of Q1 2026.
  • SHP Wealth Management bought 22 Okta shares in Q1 2026, an estimated $1.83K.
  • Okta made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #657 holding.
  • SHP Wealth Management first reported a position in Okta in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Okta position peaked at $26.7K in Q4 2025.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.