Position in OKTA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,142
+$2,059 QoQ
Shares Held
67
-25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#724
of 816 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Private Wealth Management Group, LLC holds $9,172,733 across 45 Software - Infrastructure names. OKTA ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
55,741 | $6,503,302 | |
| 2 | MSFT |
Microsoft Corp
|
5,690 | $2,122,483 | |
| 3 | ORCL |
Oracle Corp
|
1,160 | $169,998 | |
| 4 | FTNT |
Fortinet, Inc.
|
409 | $62,830 | |
| 5 | PANW |
Palo Alto Networks Inc
|
101 | $34,443 | |
| 6 | NET |
Cloudflare, Inc.
|
135 | $33,112 | |
| 7 | TWLO |
Twilio Inc
|
146 | $30,124 | |
| 8 | NTAP |
NetApp, Inc.
|
163 | $25,225 |
All Filings in OKTA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,142 | 67 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,083 | 90 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,139 | 71 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,528 | 93 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,297 | 93 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,733 | 83 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,122 | 65 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,676 | 36 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,237 | 88 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,277 | 60 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,431 | 60 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||