Toth Financial Advisory’s Okta OKTA Stock Holding History

Toth Financial Advisory’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	–	Sell	-2	Closed	-$158	–	970
2026 Q1	$158	Hold	2	–	–	﹤0.01%	879
2025 Q4	$173	Buy	+2	New	+$175	﹤0.01%	863
2022 Q3	–	Sell	-8	Closed	-$1K	–	777
2022 Q2	$1K	Buy	8 +3	+60%	+$324	﹤0.01%	659
2022 Q1	$1K	Buy	+5	New	+$896	﹤0.01%	677
2021 Q1	–	Sell	-1,545	Closed	-$393K	–	705
2020 Q4	$393K	Hold	1,545	–	–	0.07%	155
2020 Q3	$330K	Hold	1,545	–	–	0.06%	153
2020 Q2	$309K	Buy	+1,545	New	+$262K	0.07%	140
2018 Q4	–	Sell	-100	Closed	-$7K	–	444
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	337
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	355
2018 Q1	$4K	Buy	+100	New	+$3.34K	﹤0.01%	373

Other funds holding OKTA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Toth Financial Advisory's OKTA Position: Q2 2026 in Review

Toth Financial Advisory sold out of Okta (OKTA) in Q2 2026, closing a stake of 2 shares — an estimated $158 sold.

Toth Financial Advisory first reported a position in OKTA in Q1 2018 and held it in 10 quarters. The position peaked at $393K in Q4 2020. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Toth Financial Advisory reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 2 Okta shares in Q2 2026, an estimated $158.
Toth Financial Advisory first reported a position in Okta in Q1 2018 and held it in 10 quarters.
Toth Financial Advisory's Okta position peaked at $393K in Q4 2020.
108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.