DiNuzzo Private Wealth
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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
Q3 		$4.39K Buy
21
+1
+5% +$158 ﹤0.01% 435
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 		$2.32K 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 $118B AUM 40.52% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

DiNuzzo Private Wealth's OKTA Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Okta (OKTA) stake by 5% in Q3 2026, buying an estimated $158 and bringing the position to 21 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

DiNuzzo Private Wealth first reported a position in OKTA in Q4 2023 and has held it in 12 quarters since. 285 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • DiNuzzo Private Wealth held 21 shares of Okta worth $4.39K as of Q3 2026.
  • DiNuzzo Private Wealth bought 1 Okta share in Q3 2026, an estimated $158.
  • Okta made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #435 holding.
  • DiNuzzo Private Wealth first reported a position in Okta in Q4 2023 and has held it in 12 quarters since.
  • 285 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.