Octavia Wealth Advisors’s Okta OKTA Stock Holding History

Octavia 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	$219K	Buy	+1,603	New	+$151K	0.02%	211
2026 Q1	–	Sell	-2,712	Closed	-$235K	–	248
2025 Q4	$235K	Sell	2,712 -1,655	-38%	-$144K	0.02%	216
2025 Q3	$400K	Buy	4,367 +1,500	+52%	+$140K	0.04%	158
2025 Q2	$287K	Sell	2,867 -1,500	-34%	-$160K	0.03%	167
2025 Q1	$459K	Buy	4,367 +332	+8%	+$32.4K	0.06%	126
2024 Q4	$318K	Buy	+4,035	New	+$313K	0.04%	155

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Octavia Wealth Advisors opened a new position in Okta (OKTA) in Q2 2026: 1,603 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #211 among its holdings. This is a return to the name: Octavia Wealth Advisors previously reported a position in OKTA as recently as Q4 2025.

Octavia Wealth Advisors first reported a position in OKTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $459K in Q1 2025. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Octavia Wealth Advisors held 1,603 shares of Okta worth $219K as of Q2 2026.
Okta was a new Octavia Wealth Advisors position in Q2 2026.
Okta made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #211 holding.
Octavia Wealth Advisors first reported a position in Okta in Q4 2024 and has held it in 6 quarters since.
Octavia Wealth Advisors's Okta position peaked at $459K in Q1 2025.
824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.