Beaird Harris Wealth Management’s Okta OKTA Stock Holding History

Beaird Harris 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	$418	Hold	3	–	–	﹤0.01%	611
2026 Q1	$241	Hold	3	–	–	﹤0.01%	617
2025 Q4	$265	Hold	3	–	–	﹤0.01%	636
2025 Q3	$281	Sell	3 -2	-40%	-$187	﹤0.01%	647
2025 Q2	$500	Buy	+5	New	+$534	﹤0.01%	605
2024 Q2	–	Hold	0	–	–	–	711
2023 Q1	–	Sell	-44	Closed	-$3.01K	–	667
2022 Q4	$3.01K	Buy	+44	New	+$2.51K	﹤0.01%	511
2022 Q2	–	Sell	-3	Closed	–	–	541
2022 Q1	$0	Hold	3	–	–	﹤0.01%	686
2021 Q4	$1K	Buy	+3	New	+$715	﹤0.01%	609

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

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

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Beaird Harris Wealth Management's OKTA Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Okta (OKTA) position steady in Q2 2026 at 3 shares worth $418. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Beaird Harris Wealth Management first reported a position in OKTA in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.01K in Q4 2022. 88 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Beaird Harris Wealth Management held 3 shares of Okta worth $418 as of Q2 2026.
Beaird Harris Wealth Management left its Okta share count unchanged in Q2 2026.
Okta made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #611 holding.
Beaird Harris Wealth Management first reported a position in Okta in Q4 2021 and has held it in 8 quarters since.
Beaird Harris Wealth Management's Okta position peaked at $3.01K in Q4 2022.
88 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.