SWP
OKTA icon

Stratos Wealth Partners’s Okta OKTA Stock Holding History

Stratos 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 		$399K Sell
5,067
-161
-3% -$13.4K ﹤0.01% 1164
2025
Q4 		$452K Sell
5,228
-475
-8% -$41.5K 0.01% 1087
2025
Q3 		$523K Sell
5,703
-520
-8% -$48.6K 0.01% 999
2025
Q2 		$622K Buy
6,223
+1,974
+46% +$211K 0.01% 848
2025
Q1 		$447K Sell
4,249
-1,320
-24% -$129K 0.01% 926
2024
Q4 		$439K Sell
5,569
-1,938
-26% -$150K 0.01% 992
2024
Q3 		$558K Buy
7,507
+2,575
+52% +$225K 0.01% 901
2024
Q2 		$462K Buy
4,932
+299
+6% +$28.3K 0.01% 932
2024
Q1 		$485K Buy
+4,633
New +$427K 0.01% 908
2022
Q2 		– Sell
-2,330
Closed -$352K – 1268
2022
Q1 		$352K Sell
2,330
-1,015
-30% -$182K 0.01% 931
2021
Q4 		$750K Sell
3,345
-130
-4% -$31K 0.02% 658
2021
Q3 		$825K Buy
3,475
+3
+0.1% +$745 0.02% 581
2021
Q2 		$850K Buy
3,472
+108
+3% +$26.1K 0.02% 585
2021
Q1 		$742K Sell
3,364
-234
-7% -$58.8K 0.02% 588
2020
Q4 		$915K Sell
3,598
-54
-1% -$12.8K 0.03% 472
2020
Q3 		$781K Buy
3,652
+136
+4% +$28.4K 0.03% 475
2020
Q2 		$704K Buy
3,516
+7
+0.2% +$1.19K 0.03% 481
2020
Q1 		$429K Sell
3,509
-1,015
-22% -$127K 0.02% 572
2019
Q4 		$522K Sell
4,524
-411
-8% -$47.3K 0.02% 582
2019
Q3 		$486K Buy
4,935
+1,135
+30% +$142K 0.02% 574
2019
Q2 		$469K Buy
3,800
+868
+30% +$94.2K 0.02% 591
2019
Q1 		$243K Buy
+2,932
New +$232K 0.01% 794
2018
Q4 		– Sell
-2,096
Closed -$147K – 1966
2018
Q3 		$147K Buy
+2,096
New +$125K 0.01% 959
2018
Q2 		– Sell
-40
Closed -$2K – 2066
2018
Q1 		$2K Buy
+40
New +$1.33K ﹤0.01% 2875

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

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

Stratos Wealth Partners reduced its Okta (OKTA) stake by 3.1% in Q1 2026, selling an estimated $13.4K and leaving 5,067 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Stratos Wealth Partners first reported a position in OKTA in Q1 2018 and has held it in 24 quarters since. The position peaked at $915K in Q4 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Stratos Wealth Partners held 5,067 shares of Okta worth $399K as of Q1 2026.
  • Stratos Wealth Partners sold 161 Okta shares in Q1 2026, an estimated $13.4K.
  • Okta made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1164 holding.
  • Stratos Wealth Partners first reported a position in Okta in Q1 2018 and has held it in 24 quarters since.
  • Stratos Wealth Partners's Okta position peaked at $915K in Q4 2020.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.