TD Private Client Wealth’s Okta OKTA Stock Holding History

TD Private Client Wealth’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	$47.9K	Sell	609 -479	-44%	-$39.8K	﹤0.01%	885
2025 Q4	$94.1K	Buy	1,088 +559	+106%	+$48.8K	﹤0.01%	772
2025 Q3	$48.5K	Buy	529 +61	+13%	+$5.7K	﹤0.01%	864
2025 Q2	$46.8K	Sell	468 -93	-17%	-$9.93K	﹤0.01%	855
2025 Q1	$59K	Buy	561 +92	+20%	+$8.99K	﹤0.01%	784
2024 Q4	$37K	Buy	469 +456	+3,508%	+$35.3K	﹤0.01%	878
2024 Q3	$966	Hold	13	–	–	﹤0.01%	1237
2024 Q2	$1.22K	Sell	13 -1	-7%	-$95	﹤0.01%	1161
2024 Q1	$1.47K	Buy	+14	New	+$1.29K	﹤0.01%	1151
2022 Q2	–	Sell	-86	Closed	-$13K	–	1272
2022 Q1	$13K	Buy	+86	New	+$15.4K	﹤0.01%	1014
2021 Q4	–	Sell	-12	Closed	-$2.85K	–	1242
2021 Q3	$2.85K	Hold	12	–	–	﹤0.01%	1002
2021 Q2	$2.94K	Hold	12	–	–	﹤0.01%	1006
2021 Q1	$2.65K	Hold	12	–	–	﹤0.01%	983
2020 Q4	$3.05K	Hold	12	–	–	﹤0.01%	923
2020 Q3	$2.57K	Hold	12	–	–	﹤0.01%	896
2020 Q2	$2.4K	Buy	12 +3	+33%	+$509	﹤0.01%	898
2020 Q1	$1.1K	Buy	9 +1	+13%	+$125	﹤0.01%	926
2019 Q4	$923	Buy	+8	New	+$921	﹤0.01%	953

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Private Client Wealth's OKTA Position: Q1 2026 in Review

TD Private Client Wealth reduced its Okta (OKTA) stake by 44% in Q1 2026, selling an estimated $39.8K and leaving 609 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

TD Private Client Wealth first reported a position in OKTA in Q4 2019 and has held it in 18 quarters since. The position peaked at $94.1K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

TD Private Client Wealth held 609 shares of Okta worth $47.9K as of Q1 2026.
TD Private Client Wealth sold 479 Okta shares in Q1 2026, an estimated $39.8K.
Okta made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #885 holding.
TD Private Client Wealth first reported a position in Okta in Q4 2019 and has held it in 18 quarters since.
TD Private Client Wealth's Okta position peaked at $94.1K in Q4 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.