RWA Wealth Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.27M | Sell |
16,631
-4,620
| -22% | -$434K | 0.02% | 255 |
|
|
2026
Q1 | $1.67M | Buy |
21,251
+46
| +0.2% | +$3.82K | 0.02% | 276 |
|
|
2025
Q4 | $1.83M | Sell |
21,205
-32
| -0.2% | -$2.79K | 0.02% | 267 |
|
|
2025
Q3 | $1.95M | Buy |
21,237
+15
| +0.1% | +$1.4K | 0.02% | 260 |
|
|
2025
Q2 | $2.12M | Sell |
21,222
-597
| -3% | -$63.8K | 0.03% | 238 |
|
|
2025
Q1 | $2.3M | Sell |
21,819
-4,109
| -16% | -$401K | 0.03% | 229 |
|
|
2024
Q4 | $2.04M | Buy |
25,928
+6,437
| +33% | +$499K | 0.03% | 248 |
|
|
2024
Q3 | $1.45M | Buy |
19,491
+19
| +0.1% | +$1.66K | 0.02% | 278 |
|
|
2024
Q2 | $1.82M | Hold |
19,472
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $2.04M | Hold |
19,472
| – | – | 0.03% | 238 |
|
|
2023
Q4 | $1.76M | Hold |
19,472
| – | – | 0.03% | 241 |
|
|
2023
Q3 | $1.59M | Buy |
19,472
+16,484
| +552% | +$1.25M | 0.03% | 157 |
|
|
2023
Q2 | $207K | Sell |
2,988
-16,482
| -85% | -$1.25M | ﹤0.01% | 316 |
|
|
2023
Q1 | $1.68M | Sell |
19,470
-6,439
| -25% | -$490K | 0.04% | 106 |
|
|
2022
Q4 | $1.68M | Sell |
25,909
-7
| -0% | -$400 | 0.04% | 109 |
|
|
2022
Q3 | $1.47M | Buy |
25,916
+20
| +0.1% | +$1.72K | 0.1% | 104 |
|
|
2022
Q2 | $2.34M | Sell |
25,896
-174
| -0.7% | -$18.8K | 0.16% | 86 |
|
|
2022
Q1 | $3.94M | Hold |
26,070
| – | – | 0.25% | 80 |
|
|
2021
Q4 | $5.84M | Buy |
26,070
+24
| +0.1% | +$5.72K | 0.39% | 73 |
|
|
2021
Q3 | $6.18M | Sell |
26,046
-1,203
| -4% | -$299K | 0.46% | 65 |
|
|
2021
Q2 | $6.67M | Hold |
27,249
| – | – | 0.5% | 58 |
|
|
2021
Q1 | $6.01M | Hold |
27,249
| – | – | 0.48% | 62 |
|
|
2020
Q4 | $6.93M | Sell |
27,249
-3
| -0% | -$713 | 0.61% | 41 |
|
|
2020
Q3 | $5.83M | Sell |
27,252
-1,645
| -6% | -$343K | 0.61% | 44 |
|
|
2020
Q2 | $5.79M | Hold |
28,897
| – | – | 0.71% | 42 |
|
|
2020
Q1 | $3.53M | Sell |
28,897
-2,438
| -8% | -$306K | 0.5% | 50 |
|
|
2019
Q4 | $3.62M | Sell |
31,335
-1,396
| -4% | -$161K | 0.36% | 63 |
|
|
2019
Q3 | $3.22M | Hold |
32,731
| – | – | 0.34% | 68 |
|
|
2019
Q2 | $4.04M | Hold |
32,731
| – | – | 0.43% | 55 |
|
|
2019
Q1 | $2.71M | Hold |
32,731
| – | – | 0.31% | 80 |
|
|
2018
Q4 | $2.09M | Hold |
32,731
| – | – | 0.27% | 83 |
|
|
2018
Q3 | $2.3M | Hold |
32,731
| – | – | 0.26% | 88 |
|
|
2018
Q2 | $1.65M | Buy |
32,731
+27,029
| +474% | +$1.29M | 0.18% | 107 |
|
|
2018
Q1 | $227K | Buy |
+5,702
| New | +$190K | 0.03% | 186 |
|
Other funds holding OKTA
RWA Wealth Partners's OKTA Position: Q2 2026 in Review
RWA Wealth Partners reduced its Okta (OKTA) stake by 22% in Q2 2026, selling an estimated $434K and leaving 16,631 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #255.
RWA Wealth Partners first reported a position in OKTA in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.93M in Q4 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.
- RWA Wealth Partners held 16,631 shares of Okta worth $2.27M as of Q2 2026.
- RWA Wealth Partners sold 4,620 Okta shares in Q2 2026, an estimated $434K.
- Okta made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #255 holding.
- RWA Wealth Partners first reported a position in Okta in Q1 2018 and has held it in 34 quarters since.
- RWA Wealth Partners's Okta position peaked at $6.93M in Q4 2020.
- 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.
Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.