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JFS Wealth Advisors’s Okta OKTA Stock Holding History

JFS 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 		$33.3K Sell
244
-35
-13% -$3.29K ﹤0.01% 628
2026
Q1 		$22K Sell
279
-30
-10% -$2.49K ﹤0.01% 712
2025
Q4 		$26.7K Buy
309
+32
+12% +$2.79K ﹤0.01% 671
2025
Q3 		$25.4K Hold
277
– – ﹤0.01% 650
2025
Q2 		$27.7K Sell
277
-4
-1% -$427 ﹤0.01% 584
2025
Q1 		$29.6K Buy
281
+4
+1% +$391 ﹤0.01% 575
2024
Q4 		$21.8K Buy
277
+27
+11% +$2.09K ﹤0.01% 619
2024
Q3 		$18.6K Buy
250
+172
+221% +$15K ﹤0.01% 661
2024
Q2 		$7.3K Hold
78
– – ﹤0.01% 901
2024
Q1 		$8.16K Hold
78
– – ﹤0.01% 885
2023
Q4 		$7.06K Buy
78
+10
+15% +$763 ﹤0.01% 914
2023
Q3 		$5.54K Buy
68
+7
+11% +$531 ﹤0.01% 955
2023
Q2 		$4.23K Buy
61
+4
+7% +$304 ﹤0.01% 1078
2023
Q1 		$4.92K Buy
57
+7
+14% +$533 ﹤0.01% 995
2022
Q4 		$3.42K Sell
50
-82
-62% -$4.68K ﹤0.01% 1149
2022
Q3 		$8K Sell
132
-26
-16% -$2.24K ﹤0.01% 817
2022
Q2 		$14K Buy
158
+17
+12% +$1.84K ﹤0.01% 672
2022
Q1 		$21K Buy
141
+68
+93% +$12.2K ﹤0.01% 597
2021
Q4 		$16K Buy
73
+5
+7% +$1.19K ﹤0.01% 612
2021
Q3 		$16K Buy
68
+36
+113% +$8.94K ﹤0.01% 578
2021
Q2 		$8K Hold
32
– – ﹤0.01% 469
2021
Q1 		$7K Buy
+32
New +$8.04K ﹤0.01% 448

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

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

JFS Wealth Advisors reduced its Okta (OKTA) stake by 13% in Q2 2026, selling an estimated $3.29K and leaving 244 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

JFS Wealth Advisors first reported a position in OKTA in Q1 2021 and has held it in 22 quarters since. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • JFS Wealth Advisors held 244 shares of Okta worth $33.3K as of Q2 2026.
  • JFS Wealth Advisors sold 35 Okta shares in Q2 2026, an estimated $3.29K.
  • Okta made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #628 holding.
  • JFS Wealth Advisors first reported a position in Okta in Q1 2021 and has held it in 22 quarters since.
  • 108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.