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Pension & Wealth Management Advisors’s Okta OKTA Stock Holding History

Pension & Wealth Management 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 		$10.2K Hold
75
– – ﹤0.01% 443
2026
Q1 		$5.9K Buy
75
+34
+83% +$2.82K ﹤0.01% 423
2025
Q4 		$3.54K Buy
41
+18
+78% +$1.57K ﹤0.01% 453
2025
Q3 		$2.11K Sell
23
-20
-47% -$1.87K ﹤0.01% 478
2025
Q2 		$4.3K Buy
43
+20
+87% +$2.14K ﹤0.01% 403
2025
Q1 		$2.42K Sell
23
-2,651
-99% -$259K ﹤0.01% 410
2024
Q4 		$211K Sell
2,674
-254
-9% -$19.7K 0.08% 126
2024
Q3 		$218K Buy
2,928
+1,622
+124% +$142K 0.11% 90
2024
Q2 		$122K Buy
+1,306
New +$124K 0.07% 133

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pension & Wealth Management Advisors's OKTA Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Okta (OKTA) position steady in Q2 2026 at 75 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Pension & Wealth Management Advisors first reported a position in OKTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $218K in Q3 2024. 774 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Pension & Wealth Management Advisors held 75 shares of Okta worth $10.2K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #443 holding.
  • Pension & Wealth Management Advisors first reported a position in Okta in Q2 2024 and has held it in 9 quarters since.
  • Pension & Wealth Management Advisors's Okta position peaked at $218K in Q3 2024.
  • 774 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.