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Mosley Wealth Management’s Okta OKTA Stock Holding History

Mosley 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 		$4.09K Buy
30
+10
+50% +$940 ﹤0.01% 446
2026
Q1 		$1.83K Buy
+20
New +$1.66K ﹤0.01% 394

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DC
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Mosley Wealth Management increased its Okta (OKTA) stake by 50% in Q2 2026, buying an estimated $940 and bringing the position to 30 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Mosley Wealth Management first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Mosley Wealth Management held 30 shares of Okta worth $4.09K as of Q2 2026.
  • Mosley Wealth Management bought 10 Okta shares in Q2 2026, an estimated $940.
  • Okta made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #446 holding.
  • Mosley Wealth Management first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.