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Retirement Wealth Solutions’s Okta OKTA Stock Holding History

Retirement Wealth Solutions’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 		$4.5K Buy
+33
New +$3.1K ﹤0.01% 362

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
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
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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Retirement Wealth Solutions's OKTA Position: Q2 2026 in Review

Retirement Wealth Solutions opened a new position in Okta (OKTA) in Q2 2026: 33 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings.

88 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Retirement Wealth Solutions held 33 shares of Okta worth $4.5K as of Q2 2026.
  • Okta was a new Retirement Wealth Solutions position in Q2 2026.
  • Okta made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #362 holding.
  • 88 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.