Aventura Private Wealth’s Okta OKTA Stock Holding History

Aventura Private Wealth’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	$71.8K	Buy	526 +360	+217%	+$33.9K	0.02%	297
2026 Q1	$13.1K	Hold	166	–	–	﹤0.01%	509
2025 Q4	$14.4K	Hold	166	–	–	0.01%	464
2025 Q3	$15.2K	Hold	166	–	–	0.01%	435
2025 Q2	$16.6K	Hold	166	–	–	0.01%	407
2025 Q1	$17.5K	Sell	166 -124	-43%	-$12.1K	0.01%	374
2024 Q4	$22.9K	Buy	+290	New	+$22.5K	0.01%	339

Other funds holding OKTA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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 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

Aventura Private Wealth's OKTA Position: Q2 2026 in Review

Aventura Private Wealth increased its Okta (OKTA) stake by 217% in Q2 2026, buying an estimated $33.9K and bringing the position to 526 shares worth $71.8K. The position accounts for 0.02% of the portfolio, ranked #297.

Aventura Private Wealth first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Aventura Private Wealth held 526 shares of Okta worth $71.8K as of Q2 2026.
Aventura Private Wealth bought 360 Okta shares in Q2 2026, an estimated $33.9K.
Okta made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #297 holding.
Aventura Private Wealth first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

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