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DiNuzzo Private Wealth’s Okta OKTA Stock Holding History

DiNuzzo 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 		$2.73K Sell
20
-1
-5% -$94 ﹤0.01% 570
2026
Q1 		$1.65K Sell
21
-1
-5% -$83 ﹤0.01% 711
2025
Q4 		$1.9K Sell
22
-1
-4% -$87 ﹤0.01% 664
2025
Q3 		$2.13K Buy
23
+1
+5% +$93 ﹤0.01% 611
2025
Q2 		$2.2K Hold
22
– – ﹤0.01% 587
2025
Q1 		$2.31K Hold
22
– – ﹤0.01% 542
2024
Q4 		$1.73K Buy
22
+5
+29% +$388 ﹤0.01% 645
2024
Q3 		$1.26K Buy
17
+4
+31% +$350 ﹤0.01% 774
2024
Q2 		$1.22K Buy
13
+3
+30% +$284 ﹤0.01% 718
2024
Q1 		$1.05K Hold
10
– – ﹤0.01% 716
2023
Q4 		$906 Buy
+10
New +$763 ﹤0.01% 741

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
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

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

DiNuzzo Private Wealth reduced its Okta (OKTA) stake by 4.8% in Q2 2026, selling an estimated $94 and leaving 20 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

DiNuzzo Private Wealth first reported a position in OKTA in Q4 2023 and has held it in 11 quarters since. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • DiNuzzo Private Wealth held 20 shares of Okta worth $2.73K as of Q2 2026.
  • DiNuzzo Private Wealth sold 1 Okta share in Q2 2026, an estimated $94.
  • Okta made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #570 holding.
  • DiNuzzo Private Wealth first reported a position in Okta in Q4 2023 and has held it in 11 quarters since.
  • 108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.