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GK Wealth Management’s Okta OKTA Stock Holding History

GK Wealth Management’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 		$639K Buy
+4,686
New +$441K 0.34% 74
2026
Q1 		– Sell
-5,447
Closed -$471K – 147
2025
Q4 		$471K Buy
5,447
+217
+4% +$18.9K 0.31% 81
2025
Q3 		$480K Buy
5,230
+254
+5% +$23.7K 0.35% 74
2025
Q2 		$497K Buy
4,976
+1,138
+30% +$122K 0.45% 57
2025
Q1 		$404K Buy
3,838
+458
+14% +$44.7K 0.46% 56
2024
Q4 		$266K Buy
+3,380
New +$262K 0.34% 97

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

GK Wealth Management's OKTA Position: Q2 2026 in Review

GK Wealth Management opened a new position in Okta (OKTA) in Q2 2026: 4,686 shares worth $639K. The stake represents 0.34% of the portfolio and ranks #74 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in OKTA as recently as Q4 2025.

GK Wealth Management first reported a position in OKTA in Q4 2024 and has held it in 6 quarters since. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • GK Wealth Management held 4,686 shares of Okta worth $639K as of Q2 2026.
  • Okta was a new GK Wealth Management position in Q2 2026.
  • Okta made up 0.34% of GK Wealth Management's portfolio in Q2 2026, its #74 holding.
  • GK Wealth Management first reported a position in Okta in Q4 2024 and has held it in 6 quarters since.
  • 108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.