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Abound Wealth Management’s Okta OKTA Stock Holding History

Abound Wealth Management’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 		$410 Buy
+3
New +$282 ﹤0.01% 980
2024
Q1 		– Sell
-11
Closed -$996 – 1361
2023
Q4 		$996 Buy
+11
New +$839 ﹤0.01% 777

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
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
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
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Abound Wealth Management's OKTA Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Okta (OKTA) in Q2 2026: 3 shares worth $410. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in OKTA as recently as Q4 2023.

Abound Wealth Management first reported a position in OKTA in Q4 2023 and has held it in 2 quarters since. The position peaked at $996 in Q4 2023. 77 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Abound Wealth Management held 3 shares of Okta worth $410 as of Q2 2026.
  • Okta was a new Abound Wealth Management position in Q2 2026.
  • Okta made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #980 holding.
  • Abound Wealth Management first reported a position in Okta in Q4 2023 and has held it in 2 quarters since.
  • Abound Wealth Management's Okta position peaked at $996 in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.