Valued Wealth Advisors’s Okta OKTA Stock Holding History

Valued Wealth Advisors’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	$1.81K	Hold	23	–	–	﹤0.01%	581
2025 Q4	$1.99K	Hold	23	–	–	﹤0.01%	402
2025 Q3	$2.11K	Hold	23	–	–	﹤0.01%	381
2025 Q2	$2.3K	Hold	23	–	–	﹤0.01%	369
2025 Q1	$2.42K	Hold	23	–	–	﹤0.01%	389
2024 Q4	$1.81K	Hold	23	–	–	﹤0.01%	416
2024 Q3	$1.71K	Buy	23 +4	+21%	+$350	﹤0.01%	394
2024 Q2	$1.78K	Hold	19	–	–	﹤0.01%	378
2024 Q1	$1.99K	Hold	19	–	–	﹤0.01%	356
2023 Q4	$1.55K	Buy	+19	New	+$1.45K	﹤0.01%	332

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

Valued Wealth Advisors's OKTA Position: Q1 2026 in Review

Valued Wealth Advisors held its Okta (OKTA) position steady in Q1 2026 at 23 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Valued Wealth Advisors first reported a position in OKTA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.42K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Valued Wealth Advisors held 23 shares of Okta worth $1.81K as of Q1 2026.
Valued Wealth Advisors left its Okta share count unchanged in Q1 2026.
Okta made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q1 2026, its #581 holding.
Valued Wealth Advisors first reported a position in Okta in Q4 2023 and has held it in 10 quarters since.
Valued Wealth Advisors's Okta position peaked at $2.42K in Q1 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.