HHM Wealth Advisors’s Okta OKTA Stock Holding History

HHM Wealth Advisors’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	$85.3K	Sell	625 -625	-50%	-$58.8K	0.01%	319
2026 Q1	$98.4K	Hold	1,250	–	–	0.01%	270
2025 Q4	$108K	Hold	1,250	–	–	0.01%	259
2025 Q3	$115K	Hold	1,250	–	–	0.01%	266
2025 Q2	$125K	Hold	1,250	–	–	0.01%	255
2025 Q1	$132K	Sell	1,250 -1	-0.1%	-$98	0.02%	234
2024 Q4	$98.6K	Buy	1,251 +1	+0.1%	+$78	0.01%	265
2024 Q3	$92.9K	Hold	1,250	–	–	0.01%	255
2024 Q2	$117K	Hold	1,250	–	–	0.02%	225
2024 Q1	$131K	Hold	1,250	–	–	0.02%	189
2023 Q4	$113K	Hold	1,250	–	–	0.02%	197
2023 Q3	$102K	Hold	1,250	–	–	0.02%	197
2023 Q2	$86.7K	Hold	1,250	–	–	0.02%	221
2023 Q1	$108K	Hold	1,250	–	–	0.02%	192
2022 Q4	$85.4K	Sell	1,250 -122	-9%	-$6.97K	0.02%	187
2022 Q3	$78K	Hold	1,372	–	–	0.02%	183
2022 Q2	$124K	Buy	1,372 +4	+0.3%	+$432	0.03%	174
2022 Q1	$207K	Buy	1,368 +3	+0.2%	+$538	0.05%	145
2021 Q4	$306K	Sell	1,365 -127	-9%	-$30.3K	0.07%	102
2021 Q3	$354K	Buy	1,492 +6	+0.4%	+$1.49K	0.1%	85
2021 Q2	$364K	Buy	1,486 +86	+6%	+$20.8K	0.1%	81
2021 Q1	$309K	Hold	1,400	–	–	0.1%	86
2020 Q4	$356K	Hold	1,400	–	–	0.12%	66
2020 Q3	$299K	Hold	1,400	–	–	0.12%	65
2020 Q2	$280K	Hold	1,400	–	–	0.12%	64
2020 Q1	$171K	Buy	+1,400	New	+$176K	0.08%	84

Other funds holding OKTA

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

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 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

HHM Wealth Advisors's OKTA Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Okta (OKTA) stake by 50% in Q2 2026, selling an estimated $58.8K and leaving 625 shares worth $85.3K. The position accounts for 0.01% of the portfolio, ranked #319.

HHM Wealth Advisors first reported a position in OKTA in Q1 2020 and has held it in 26 quarters since. The position peaked at $364K in Q2 2021. 126 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

HHM Wealth Advisors held 625 shares of Okta worth $85.3K as of Q2 2026.
HHM Wealth Advisors sold 625 Okta shares in Q2 2026, an estimated $58.8K.
Okta made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #319 holding.
HHM Wealth Advisors first reported a position in Okta in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Okta position peaked at $364K in Q2 2021.
126 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.