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Vermillion & White Wealth Management Group’s Okta OKTA Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-8
Closed -$691 – 377
2025
Q4 		$691 Buy
+8
New +$698 ﹤0.01% 549

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

Vermillion & White Wealth Management Group's OKTA Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Okta (OKTA) in Q1 2026, closing a stake of 8 shares — an estimated $691 sold.

Vermillion & White Wealth Management Group first reported a position in OKTA in Q4 2025 and held it in 1 quarter. The position peaked at $691 in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 8 Okta shares in Q1 2026, an estimated $691.
  • Vermillion & White Wealth Management Group first reported a position in Okta in Q4 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Okta position peaked at $691 in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.