Wedmont Private Capital
OKTA icon

Wedmont Private Capital’s Okta OKTA Stock Holding History

Wedmont Private Capital’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
Q3 		$260K Buy
+1,182
New +$187K 0.01% 840

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PCMC
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Congress Asset Management
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Fjarde Ap-fonden
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MPCL
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Wedmont Private Capital's OKTA Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in Okta (OKTA) in Q3 2026: 1,182 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings.

97 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Wedmont Private Capital held 1,182 shares of Okta worth $260K as of Q3 2026.
  • Okta was a new Wedmont Private Capital position in Q3 2026.
  • Okta made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #840 holding.
  • 97 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.