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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Revisor Wealth Management's OKTA Position: Q1 2026 in Review

Revisor Wealth Management reduced its Okta (OKTA) stake by 19% in Q1 2026, selling an estimated $64.2K and leaving 3,274 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #278.

Revisor Wealth Management first reported a position in OKTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $363K in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Revisor Wealth Management held 3,274 shares of Okta worth $258K as of Q1 2026.
  • Revisor Wealth Management sold 773 Okta shares in Q1 2026, an estimated $64.2K.
  • Okta made up 0.07% of Revisor Wealth Management's portfolio in Q1 2026, its #278 holding.
  • Revisor Wealth Management first reported a position in Okta in Q3 2025 and has held it in 3 quarters since.
  • Revisor Wealth Management's Okta position peaked at $363K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.