WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OKTA — OKTA INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  12 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported OKTA INC (OKTA) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows OKTA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OKTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in OKTA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OKTA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OKTA stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held OKTA — position size vs. price
% of Fund (quarterly)    OKTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 13,735 -669 -4.6% 0.00% $1.1M 2026-04-08 $76.04
2025 Q4 REDUCED 43.3% -9.0% ✅ 14,404 -10,991 -43.3% 0.00% $1.3M 2026-01-08 $93.93
2025 Q3 REDUCED 7.9% -4.0% ✅ 25,395 -2,186 -7.9% 0.00% $2.3M 2025-10-29 $87.65
2025 Q2 REDUCED 29.1% -6.1% ✅ 27,581 -11,336 -29.1% 0.00% $2.7M 2025-07-10 $94.41
2025 Q1 ADDED — — — 38,917 +30,782 +378.4% 0.01% $4.1M 2025-04-16 $99.97
2024 Q4 ADDED — — — 8,135 +180 +2.3% 0.00% $605K 2025-01-10 $84.37
2024 Q3 REDUCED — — — 7,955 -102 -1.3% 0.00% $591K 2024-10-24 $72.15
2024 Q2 REDUCED 12.7% -20.6% ✅ 8,057 -1,176 -12.7% 0.00% $754K 2024-07-16 $100.39
2024 Q1 ADDED — — — 9,233 +1,878 +25.5% 0.00% $966K 2024-04-15 $94.23
2023 Q4 ADDED — — — 7,355 +4,416 +150.3% 0.00% $666K 2024-01-30 $85.38
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OKTA

As of 2026 Q1 — sorted by position size

My Personal CFO, LLC 3Y 3.85% Barton Investment Management 3Y 7Y 2.24% Avory & Company, LLC 3Y 2.06% Paragon Capital Management Ltd 3Y 7Y 2.05% BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 2.03% Board of the Pension Protection Fund 1.48% SWS Partners 3Y 7Y 1.4% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 1.12% GFG Capital, LLC 3Y 0.76% Ahara Advisors LLC 0.69%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and OKTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning OKTA?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported OKTA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported OKTA position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for OKTA was 0.01% in 2025 Q1.

What is the latest reported OKTA position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 13,735 shares, equal to 0.00% of portfolio, with an estimated market value of $1.1M.

What does the chart on this OKTA ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly OKTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their OKTA position?

Based on 13F filing dates vs. subsequent OKTA price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on OKTA relative to SPY over the holding period was -13.6%.

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