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Selective Wealth Management’s Okta OKTA Stock Holding History

Selective 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 		$4.42M Sell
29,609
-393
-1% -$37K 1.16% 14
2026
Q1 		$2.28M Sell
30,002
-3,392
-10% -$281K 0.68% 22
2025
Q4 		$3.07M Sell
33,394
-1,770
-5% -$154K 0.96% 15
2025
Q3 		$3.2M Sell
35,164
-1,163
-3% -$109K 1.03% 14
2025
Q2 		$3.6M Sell
36,327
-1,187
-3% -$127K 1.32% 14
2025
Q1 		$3.82M Sell
37,514
-466
-1% -$45.5K 1.66% 12
2024
Q4 		$3.15M Sell
37,980
-3,137
-8% -$243K 1.28% 15
2024
Q3 		$3.01M Sell
41,117
-2,954
-7% -$258K 1.25% 15
2024
Q2 		$4.17M Sell
44,071
-3,480
-7% -$329K 1.84% 12
2024
Q1 		$4.73M Sell
47,551
-2,015
-4% -$186K 2.05% 10
2023
Q4 		$4.13M Sell
49,566
-3,797
-7% -$290K 2.08% 12
2023
Q3 		$4.16M Sell
53,363
-4,977
-9% -$377K 2.29% 13
2023
Q2 		$4.07M Buy
+58,340
New +$4.43M 2.03% 15
2022
Q4 		$4.25M Sell
61,832
-12,164
-16% -$695K 2.24% 11
2022
Q3 		$4.21M Buy
73,996
+1,092
+1% +$93.9K 1.8% 15
2022
Q2 		$6.59M Buy
72,904
+72,804
+72,804% +$7.86M 2.35% 15
2022
Q1 		$15K Hold
100
– – 0.01% 484
2021
Q4 		$22K Hold
100
– – 0.01% 398
2021
Q3 		$24K Hold
100
– – 0.01% 346
2021
Q2 		$24K Buy
+100
New +$24.1K 0.02% 261

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Selective Wealth Management reduced its Okta (OKTA) stake by 1.3% in Q2 2026, selling an estimated $37K and leaving 29,609 shares worth $4.42M. The position accounts for 1.16% of the portfolio, ranked #14.

Selective Wealth Management first reported a position in OKTA in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.59M in Q2 2022. 272 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Selective Wealth Management held 29,609 shares of Okta worth $4.42M as of Q2 2026.
  • Selective Wealth Management sold 393 Okta shares in Q2 2026, an estimated $37K.
  • Okta made up 1.16% of Selective Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Selective Wealth Management first reported a position in Okta in Q2 2021 and has held it in 20 quarters since.
  • Selective Wealth Management's Okta position peaked at $6.59M in Q2 2022.
  • 272 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.