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Bravera Wealth’s Okta OKTA Stock Holding History

Bravera 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 		– Sell
-174
Closed -$13.7K – 397
2026
Q1 		$13.7K Buy
+174
New +$14.4K 0.01% 273

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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Bravera Wealth's OKTA Position: Q2 2026 in Review

Bravera Wealth sold out of Okta (OKTA) in Q2 2026, closing a stake of 174 shares — an estimated $13.7K sold.

Bravera Wealth first reported a position in OKTA in Q1 2026 and held it in 1 quarter. The position peaked at $13.7K in Q1 2026. 200 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Bravera Wealth reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Bravera Wealth sold 174 Okta shares in Q2 2026, an estimated $13.7K.
  • Bravera Wealth first reported a position in Okta in Q1 2026 and held it in 1 quarter.
  • Bravera Wealth's Okta position peaked at $13.7K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.