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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

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM