True Wealth Design’s Okta OKTA Stock Holding History

True Wealth Design’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	$15K	Sell	110 -188	-63%	-$17.7K	﹤0.01%	930
2026 Q1	$23.5K	Buy	298 +89	+43%	+$7.39K	0.01%	660
2025 Q4	$18.1K	Sell	209 -835	-80%	-$72.9K	0.01%	648
2025 Q3	$95.7K	Buy	1,044 +326	+45%	+$30.4K	0.03%	172
2025 Q2	$71.8K	Buy	718 +25	+4%	+$2.67K	0.03%	153
2025 Q1	$72.9K	Buy	693 +116	+20%	+$11.3K	0.03%	136
2024 Q4	$45.5K	Buy	577 +406	+237%	+$31.5K	0.02%	184
2024 Q3	$12.7K	Buy	171 +163	+2,038%	+$14.2K	0.01%	388
2024 Q2	$749	Buy	8 +3	+60%	+$284	﹤0.01%	580
2024 Q1	$524	Buy	5 +4	+400%	+$369	﹤0.01%	615
2023 Q4	$91	Hold	1	–	–	﹤0.01%	744
2023 Q3	$82	Hold	1	–	–	﹤0.01%	726
2023 Q2	$70	Hold	1	–	–	﹤0.01%	742
2023 Q1	$87	Hold	1	–	–	﹤0.01%	801
2022 Q4	$68	Buy	+1	New	+$57	﹤0.01%	762

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

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

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

True Wealth Design's OKTA Position: Q2 2026 in Review

True Wealth Design reduced its Okta (OKTA) stake by 63% in Q2 2026, selling an estimated $17.7K and leaving 110 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

True Wealth Design first reported a position in OKTA in Q4 2022 and has held it in 15 quarters since. The position peaked at $95.7K in Q3 2025. 88 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

True Wealth Design held 110 shares of Okta worth $15K as of Q2 2026.
True Wealth Design sold 188 Okta shares in Q2 2026, an estimated $17.7K.
Okta made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #930 holding.
True Wealth Design first reported a position in Okta in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Okta position peaked at $95.7K in Q3 2025.
88 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.