NWF Advisory Services’s Okta OKTA Stock Holding History

NWF Advisory Services’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	$205K	Buy	+980	New	+$155K	0.02%	387

Other funds holding OKTA

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

NWF Advisory Services's OKTA Position: Q3 2026 in Review

NWF Advisory Services opened a new position in Okta (OKTA) in Q3 2026: 980 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #387 among its holdings.

198 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

NWF Advisory Services held 980 shares of Okta worth $205K as of Q3 2026.
Okta was a new NWF Advisory Services position in Q3 2026.
Okta made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #387 holding.
198 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.