AWA
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Aaron Wealth Advisors’s Okta OKTA Stock Holding History

Aaron 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
Q2 		$662K Sell
4,848
-966
-17% -$90.8K 0.03% 348
2026
Q1 		$458K Buy
5,814
+1,983
+52% +$165K 0.03% 415
2025
Q4 		$331K Sell
3,831
-10,524
-73% -$918K 0.02% 545
2025
Q3 		$1.32M Buy
14,355
+10,008
+230% +$934K 0.08% 176
2025
Q2 		$435K Sell
4,347
-622
-13% -$66.4K 0.04% 275
2025
Q1 		$523K Buy
4,969
+1,507
+44% +$147K 0.06% 207
2024
Q4 		$273K Buy
3,462
+43
+1% +$3.33K 0.03% 346
2024
Q3 		$254K Buy
3,419
+547
+19% +$47.8K 0.03% 346
2024
Q2 		$269K Buy
2,872
+662
+30% +$62.7K 0.04% 258
2024
Q1 		$231K Buy
+2,210
New +$204K 0.03% 267
2022
Q2 		– Sell
-49,816
Closed -$330K – 640
2022
Q1 		$330K Buy
+49,816
New +$8.93M ﹤0.01% 638

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Aaron Wealth Advisors's OKTA Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Okta (OKTA) stake by 17% in Q2 2026, selling an estimated $90.8K and leaving 4,848 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #348.

Aaron Wealth Advisors first reported a position in OKTA in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.32M in Q3 2025. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Aaron Wealth Advisors held 4,848 shares of Okta worth $662K as of Q2 2026.
  • Aaron Wealth Advisors sold 966 Okta shares in Q2 2026, an estimated $90.8K.
  • Okta made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #348 holding.
  • Aaron Wealth Advisors first reported a position in Okta in Q1 2022 and has held it in 11 quarters since.
  • Aaron Wealth Advisors's Okta position peaked at $1.32M in Q3 2025.
  • 108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.