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 Q3	$25.1K	Buy	120 +10	+9%	+$1.58K	0.01%	744
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

True Wealth Design's OKTA Position: Q3 2026 in Review

True Wealth Design increased its Okta (OKTA) stake by 9.1% in Q3 2026, buying an estimated $1.58K and bringing the position to 120 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #744.

True Wealth Design first reported a position in OKTA in Q4 2022 and has held it in 16 quarters since. The position peaked at $95.7K in Q3 2025. 504 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

True Wealth Design held 120 shares of Okta worth $25.1K as of Q3 2026.
True Wealth Design bought 10 Okta shares in Q3 2026, an estimated $1.58K.
Okta made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #744 holding.
True Wealth Design first reported a position in Okta in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Okta position peaked at $95.7K in Q3 2025.
504 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.