RWM
OKTA icon

Raffa Wealth Management’s Okta OKTA Stock Holding History

Raffa Wealth Management’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 		$6K Buy
44
+23
+110% +$2.16K ﹤0.01% 549
2026
Q1 		$1.65K Buy
21
+1
+5% +$83 ﹤0.01% 815
2025
Q4 		$1.73K Sell
20
-2
-9% -$175 ﹤0.01% 774
2025
Q3 		$2.02K Buy
22
+10
+83% +$934 ﹤0.01% 704
2025
Q2 		$1.2K Hold
12
– – ﹤0.01% 818
2025
Q1 		$1.26K Hold
12
– – ﹤0.01% 761
2024
Q4 		$946 Hold
12
– – ﹤0.01% 880
2024
Q3 		$892 Hold
12
– – ﹤0.01% 869
2024
Q2 		$1.12K Hold
12
– – ﹤0.01% 868
2024
Q1 		$1.25K Hold
12
– – ﹤0.01% 836
2023
Q4 		$1.09K Hold
12
– – ﹤0.01% 801
2023
Q3 		$978 Hold
12
– – ﹤0.01% 791
2023
Q2 		$832 Hold
12
– – ﹤0.01% 853
2023
Q1 		$1.03K Hold
12
– – ﹤0.01% 778
2022
Q4 		$820 Hold
12
– – ﹤0.01% 834
2022
Q3 		$682 Hold
12
– – ﹤0.01% 930
2022
Q2 		$1.08K Sell
12
-7
-37% -$756 ﹤0.01% 793
2022
Q1 		$2.87K Sell
19
-4
-17% -$717 ﹤0.01% 541
2021
Q4 		$5.16K Hold
23
– – ﹤0.01% 422
2021
Q3 		$5.46K Hold
23
– – ﹤0.01% 358
2021
Q2 		$5.63K Sell
23
-36
-61% -$8.69K ﹤0.01% 357
2021
Q1 		$12.8K Buy
59
+2
+4% +$503 ﹤0.01% 252
2020
Q4 		$14.5K Sell
57
-17
-23% -$4.04K 0.01% 215
2020
Q3 		$15.8K Sell
74
-44
-37% -$9.17K 0.01% 195
2020
Q2 		$23.6K Buy
118
+4
+4% +$679 0.01% 160
2020
Q1 		$13.9K Buy
114
+98
+613% +$12.3K 0.01% 181
2019
Q4 		$1.85K Hold
16
– – ﹤0.01% 417
2019
Q3 		$1.57K Buy
+16
New +$2K ﹤0.01% 443
2019
Q2 		– Sell
-16
Closed -$1.32K – 1191
2019
Q1 		$1.32K Hold
16
– – ﹤0.01% 459
2018
Q4 		$1.02K Buy
+16
New +$948 ﹤0.01% 524

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

Raffa Wealth Management's OKTA Position: Q2 2026 in Review

Raffa Wealth Management increased its Okta (OKTA) stake by 110% in Q2 2026, buying an estimated $2.16K and bringing the position to 44 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Raffa Wealth Management first reported a position in OKTA in Q4 2018 and has held it in 30 quarters since. The position peaked at $23.6K in Q2 2020. 774 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Raffa Wealth Management held 44 shares of Okta worth $6K as of Q2 2026.
  • Raffa Wealth Management bought 23 Okta shares in Q2 2026, an estimated $2.16K.
  • Okta made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Raffa Wealth Management first reported a position in Okta in Q4 2018 and has held it in 30 quarters since.
  • Raffa Wealth Management's Okta position peaked at $23.6K in Q2 2020.
  • 774 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.