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Curated Wealth Partners’s Okta OKTA Stock Holding History

Curated Wealth Partners’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 		$164K Buy
+25,809
New +$2.43M 0.02% 538

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Curated Wealth Partners's OKTA Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Okta (OKTA) in Q2 2026: 25,809 shares worth $164K. The stake represents 0.02% of the portfolio and ranks #538 among its holdings.

229 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Curated Wealth Partners held 25,809 shares of Okta worth $164K as of Q2 2026.
  • Okta was a new Curated Wealth Partners position in Q2 2026.
  • Okta made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #538 holding.
  • 229 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.