Inspirion Wealth Advisors’s Okta OKTA Stock Holding History

Inspirion 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 Q3	$366K	Sell	1,750 -10	-0.6%	-$1.58K	0.04%	126
2026 Q2	$247K	Buy	+1,760	New	+$166K	0.03%	161
2026 Q1	–	Sell	-3,010	Closed	-$260K	–	186
2025 Q4	$260K	Sell	3,010 -5	-0.2%	-$436	0.03%	145
2025 Q3	$224K	Buy	3,015 +5	+0.2%	+$467	0.03%	140
2025 Q2	$301K	Hold	3,010	–	–	0.04%	127
2025 Q1	$317K	Sell	3,010 -5	-0.2%	-$488	0.04%	119
2024 Q4	$255K	Hold	3,015	–	–	0.04%	127
2024 Q3	$224K	Hold	3,015	–	–	0.03%	141
2024 Q2	$282K	Hold	3,015	–	–	0.04%	125
2024 Q1	$315K	Hold	3,015	–	–	0.05%	116
2023 Q4	$262K	Sell	3,015 -375	-11%	-$28.6K	0.05%	119
2023 Q3	$276K	Hold	3,390	–	–	0.05%	114
2023 Q2	$235K	Buy	3,390 +1,015	+43%	+$77.1K	0.05%	129
2023 Q1	$205K	Buy	+2,375	New	+$181K	0.04%	134
2019 Q3	–	Sell	-10,300	Closed	-$1.27M	–	79
2019 Q2	$1.27M	Hold	10,300	–	–	0.55%	23
2019 Q1	$852K	Hold	10,300	–	–	0.38%	28
2018 Q4	$657K	Hold	10,300	–	–	0.33%	31
2018 Q3	$725K	Hold	10,300	–	–	0.31%	30
2018 Q2	$519K	Buy	+10,300	New	+$490K	0.24%	39

Other funds holding OKTA

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

Eleva Capital Paris, France $113M AUM

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Inspirion Wealth Advisors's OKTA Position: Q3 2026 in Review

Inspirion Wealth Advisors reduced its Okta (OKTA) stake by 0.57% in Q3 2026, selling an estimated $1.58K and leaving 1,750 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #126.

Inspirion Wealth Advisors first reported a position in OKTA in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.27M in Q2 2019. 26 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

Inspirion Wealth Advisors held 1,750 shares of Okta worth $366K as of Q3 2026.
Inspirion Wealth Advisors sold 10 Okta shares in Q3 2026, an estimated $1.58K.
Okta made up 0.04% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #126 holding.
Inspirion Wealth Advisors first reported a position in Okta in Q2 2018 and has held it in 19 quarters since.
Inspirion Wealth Advisors's Okta position peaked at $1.27M in Q2 2019.
26 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.