Elevation Wealth Partners
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Elevation Wealth Partners’s Okta OKTA Stock Holding History

Elevation 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
Q3 		$183K Buy
875
+23
+3% +$3.64K 0.05% 149
2026
Q2 		$116K Buy
852
+266
+45% +$25K 0.03% 178
2026
Q1 		$46.1K Buy
586
+290
+98% +$24.1K 0.02% 252
2025
Q4 		$25.6K Buy
296
+264
+825% +$23K 0.01% 322
2025
Q3 		$2.94K Buy
+32
New +$2.99K ﹤0.01% 580

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
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
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Elevation Wealth Partners's OKTA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Okta (OKTA) stake by 2.7% in Q3 2026, buying an estimated $3.64K and bringing the position to 875 shares worth $183K. The position accounts for 0.05% of the portfolio, ranked #149.

Elevation Wealth Partners first reported a position in OKTA in Q3 2025 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Elevation Wealth Partners held 875 shares of Okta worth $183K as of Q3 2026.
  • Elevation Wealth Partners bought 23 Okta shares in Q3 2026, an estimated $3.64K.
  • Okta made up 0.05% of Elevation Wealth Partners's portfolio in Q3 2026, its #149 holding.
  • Elevation Wealth Partners first reported a position in Okta in Q3 2025 and has held it in 5 quarters since.
  • 275 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.