PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Okta OKTA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$10.2K	Hold	75	–	–	﹤0.01%	443
2026 Q1	$5.9K	Buy	75 +34	+83%	+$2.82K	﹤0.01%	423
2025 Q4	$3.54K	Buy	41 +18	+78%	+$1.57K	﹤0.01%	453
2025 Q3	$2.11K	Sell	23 -20	-47%	-$1.87K	﹤0.01%	478
2025 Q2	$4.3K	Buy	43 +20	+87%	+$2.14K	﹤0.01%	403
2025 Q1	$2.42K	Sell	23 -2,651	-99%	-$259K	﹤0.01%	410
2024 Q4	$211K	Sell	2,674 -254	-9%	-$19.7K	0.08%	126
2024 Q3	$218K	Buy	2,928 +1,622	+124%	+$142K	0.11%	90
2024 Q2	$122K	Buy	+1,306	New	+$124K	0.07%	133

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s OKTA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Okta (OKTA) position steady in Q2 2026 at 75 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in OKTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $218K in Q3 2024. 417 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 75 shares of Okta worth $10.2K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Okta share count unchanged in Q2 2026.
Okta made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #443 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Okta in Q2 2024 and has held it in 9 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Okta position peaked at $218K in Q3 2024.
417 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.