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Strategic Wealth Partners’s Okta OKTA Stock Holding History

Strategic Wealth Partners’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 		$1.26K Hold
16
– – ﹤0.01% 1213
2025
Q4 		$1.38K Buy
+16
New +$1.4K ﹤0.01% 1245

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

Strategic Wealth Partners's OKTA Position: Q1 2026 in Review

Strategic Wealth Partners held its Okta (OKTA) position steady in Q1 2026 at 16 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Strategic Wealth Partners first reported a position in OKTA in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.38K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Strategic Wealth Partners held 16 shares of Okta worth $1.26K as of Q1 2026.
  • Strategic Wealth Partners left its Okta share count unchanged in Q1 2026.
  • Okta made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1213 holding.
  • Strategic Wealth Partners first reported a position in Okta in Q4 2025 and has held it in 2 quarters since.
  • Strategic Wealth Partners's Okta position peaked at $1.38K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.