Revisor Wealth Management
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Revisor Wealth Management’s Okta OKTA Stock Holding History

Revisor 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
Q3 		– Sell
-4,757
Closed -$649K – 386
2026
Q2 		$649K Buy
4,757
+1,483
+45% +$139K 0.16% 154
2026
Q1 		$258K Sell
3,274
-773
-19% -$64.2K 0.07% 278
2025
Q4 		$363K Buy
4,047
+1,541
+61% +$134K 0.1% 212
2025
Q3 		$235K Buy
+2,506
New +$234K 0.08% 243

Other funds holding OKTA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Revisor Wealth Management's OKTA Position: Q3 2026 in Review

Revisor Wealth Management sold out of Okta (OKTA) in Q3 2026, closing a stake of 4,757 shares — an estimated $649K sold.

Revisor Wealth Management first reported a position in OKTA in Q3 2025 and held it in 4 quarters. The position peaked at $649K in Q2 2026. 520 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Revisor Wealth Management reported no remaining Okta position as of Q3 2026 after selling out during the quarter.
  • Revisor Wealth Management sold 4,757 Okta shares in Q3 2026, an estimated $649K.
  • Revisor Wealth Management first reported a position in Okta in Q3 2025 and held it in 4 quarters.
  • Revisor Wealth Management's Okta position peaked at $649K in Q2 2026.
  • 520 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.