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Avion Wealth’s Okta OKTA Stock Holding History

Avion 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 		$2K Buy
16
+3
+23% +$282 ﹤0.01% 1102
2026
Q1 		$1K Sell
13
-3
-19% -$249 ﹤0.01% 1100
2025
Q4 		$1K Sell
16
-9
-36% -$785 ﹤0.01% 1096
2025
Q3 		$2K Buy
25
+5
+25% +$467 ﹤0.01% 892
2025
Q2 		$2K Buy
20
+10
+100% +$1.07K ﹤0.01% 842
2025
Q1 		$0 Buy
+10
New +$977 ﹤0.01% 1262
2024
Q4 		– Sell
-10
Closed – – 1202
2024
Q3 		$0 Sell
10
-6
-38% -$524 ﹤0.01% 1240
2024
Q2 		$1K Sell
16
-70
-81% -$6.63K ﹤0.01% 783
2024
Q1 		$9K Buy
86
+11
+15% +$1.01K ﹤0.01% 335
2023
Q4 		$7K Sell
75
-6
-7% -$458 ﹤0.01% 334
2023
Q3 		$6K Sell
81
-1
-1% -$76 ﹤0.01% 338
2023
Q2 		$5K Buy
82
+7
+9% +$532 ﹤0.01% 361
2023
Q1 		$5K Hold
75
– – ﹤0.01% 323
2022
Q4 		$4K Hold
75
– – ﹤0.01% 339
2022
Q3 		$4K Hold
75
– – ﹤0.01% 348
2022
Q2 		$7K Hold
75
– – ﹤0.01% 294
2022
Q1 		$11K Hold
75
– – ﹤0.01% 224
2021
Q4 		$17K Hold
75
– – ﹤0.01% 191
2021
Q3 		$18K Hold
75
– – 0.01% 186
2021
Q2 		$18K Hold
75
– – 0.01% 181
2021
Q1 		$17K Sell
75
-50
-40% -$12.6K 0.01% 178
2020
Q4 		$32K Hold
125
– – 0.01% 154
2020
Q3 		$27K Buy
+125
New +$26.1K 0.01% 118

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avion Wealth's OKTA Position: Q2 2026 in Review

Avion Wealth increased its Okta (OKTA) stake by 23% in Q2 2026, buying an estimated $282 and bringing the position to 16 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Avion Wealth first reported a position in OKTA in Q3 2020 and has held it in 23 quarters since. The position peaked at $32K in Q4 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Avion Wealth held 16 shares of Okta worth $2K as of Q2 2026.
  • Avion Wealth bought 3 Okta shares in Q2 2026, an estimated $282.
  • Okta made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1102 holding.
  • Avion Wealth first reported a position in Okta in Q3 2020 and has held it in 23 quarters since.
  • Avion Wealth's Okta position peaked at $32K in Q4 2020.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.