RWM
OKTA icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Revisor Wealth Management increased its Okta (OKTA) stake by 45% in Q2 2026, buying an estimated $139K and bringing the position to 4,757 shares worth $649K. The position accounts for 0.16% of the portfolio, ranked #154.

Revisor Wealth Management first reported a position in OKTA in Q3 2025 and has held it in 4 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Revisor Wealth Management held 4,757 shares of Okta worth $649K as of Q2 2026.
  • Revisor Wealth Management bought 1,483 Okta shares in Q2 2026, an estimated $139K.
  • Okta made up 0.16% of Revisor Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Revisor Wealth Management first reported a position in Okta in Q3 2025 and has held it in 4 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.