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Physician Wealth Advisors’s Okta OKTA Stock Holding History

Physician 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 		$1.09K Hold
8
– – ﹤0.01% 1798
2026
Q1 		$630 Sell
8
-125
-94% -$10.4K ﹤0.01% 1840
2025
Q4 		$11.5K Buy
133
+84
+171% +$7.33K ﹤0.01% 731
2025
Q3 		$4.49K Buy
49
+37
+308% +$3.46K ﹤0.01% 952
2025
Q2 		$1.2K Buy
12
+10
+500% +$1.07K ﹤0.01% 1275
2025
Q1 		$211 Sell
2
-3
-60% -$293 ﹤0.01% 1395
2024
Q4 		$394 Buy
+5
New +$388 ﹤0.01% 1107

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Physician Wealth Advisors held its Okta (OKTA) position steady in Q2 2026 at 8 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Physician Wealth Advisors first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.5K in Q4 2025. 126 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Physician Wealth Advisors held 8 shares of Okta worth $1.09K as of Q2 2026.
  • Physician Wealth Advisors left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1798 holding.
  • Physician Wealth Advisors first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Okta position peaked at $11.5K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.