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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
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 $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

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

Elevation Wealth Partners increased its Okta (OKTA) stake by 45% in Q2 2026, buying an estimated $25K and bringing the position to 852 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #178.

Elevation Wealth Partners first reported a position in OKTA in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Elevation Wealth Partners held 852 shares of Okta worth $116K as of Q2 2026.
  • Elevation Wealth Partners bought 266 Okta shares in Q2 2026, an estimated $25K.
  • Okta made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #178 holding.
  • Elevation Wealth Partners first reported a position in Okta in Q3 2025 and has held it in 4 quarters since.
  • 112 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.