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Accurate Wealth Management’s Okta OKTA Stock Holding History

Accurate 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 		$916K Sell
6,606
-2,402
-27% -$226K 0.09% 235
2026
Q1 		$567K Buy
+9,008
New +$748K 0.07% 289
2025
Q2 		– Sell
-8,571
Closed -$873K – 454
2025
Q1 		$873K Buy
+8,571
New +$837K 0.17% 127
2023
Q1 		– Sell
-85
Closed -$5.78K – 1027
2022
Q4 		$5.78K Buy
+85
New +$4.85K ﹤0.01% 987

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Accurate Wealth Management reduced its Okta (OKTA) stake by 27% in Q2 2026, selling an estimated $226K and leaving 6,606 shares worth $916K. The position accounts for 0.09% of the portfolio, ranked #235.

Accurate Wealth Management first reported a position in OKTA in Q4 2022 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Accurate Wealth Management held 6,606 shares of Okta worth $916K as of Q2 2026.
  • Accurate Wealth Management sold 2,402 Okta shares in Q2 2026, an estimated $226K.
  • Okta made up 0.09% of Accurate Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Accurate Wealth Management first reported a position in Okta in Q4 2022 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.