RAFFA WEALTH MANAGEMENT, LLC’s Okta OKTA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$6K	Buy	44 +23	+110%	+$2.16K	﹤0.01%	549
2026 Q1	$1.65K	Buy	21 +1	+5%	+$83	﹤0.01%	815
2025 Q4	$1.73K	Sell	20 -2	-9%	-$175	﹤0.01%	774
2025 Q3	$2.02K	Buy	22 +10	+83%	+$934	﹤0.01%	704
2025 Q2	$1.2K	Hold	12	–	–	﹤0.01%	818
2025 Q1	$1.26K	Hold	12	–	–	﹤0.01%	761
2024 Q4	$946	Hold	12	–	–	﹤0.01%	880
2024 Q3	$892	Hold	12	–	–	﹤0.01%	869
2024 Q2	$1.12K	Hold	12	–	–	﹤0.01%	868
2024 Q1	$1.25K	Hold	12	–	–	﹤0.01%	836
2023 Q4	$1.09K	Hold	12	–	–	﹤0.01%	801
2023 Q3	$978	Hold	12	–	–	﹤0.01%	791
2023 Q2	$832	Hold	12	–	–	﹤0.01%	853
2023 Q1	$1.03K	Hold	12	–	–	﹤0.01%	778
2022 Q4	$820	Hold	12	–	–	﹤0.01%	834
2022 Q3	$682	Hold	12	–	–	﹤0.01%	930
2022 Q2	$1.08K	Sell	12 -7	-37%	-$756	﹤0.01%	793
2022 Q1	$2.87K	Sell	19 -4	-17%	-$717	﹤0.01%	541
2021 Q4	$5.16K	Hold	23	–	–	﹤0.01%	422
2021 Q3	$5.46K	Hold	23	–	–	﹤0.01%	358
2021 Q2	$5.63K	Sell	23 -36	-61%	-$8.69K	﹤0.01%	357
2021 Q1	$12.8K	Buy	59 +2	+4%	+$503	﹤0.01%	252
2020 Q4	$14.5K	Sell	57 -17	-23%	-$4.04K	0.01%	215
2020 Q3	$15.8K	Sell	74 -44	-37%	-$9.17K	0.01%	195
2020 Q2	$23.6K	Buy	118 +4	+4%	+$679	0.01%	160
2020 Q1	$13.9K	Buy	114 +98	+613%	+$12.3K	0.01%	181
2019 Q4	$1.85K	Hold	16	–	–	﹤0.01%	417
2019 Q3	$1.57K	Buy	+16	New	+$2K	﹤0.01%	443
2019 Q2	–	Sell	-16	Closed	-$1.32K	–	1191
2019 Q1	$1.32K	Hold	16	–	–	﹤0.01%	459
2018 Q4	$1.02K	Buy	+16	New	+$948	﹤0.01%	524

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

RAFFA WEALTH MANAGEMENT, LLC's OKTA Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Okta (OKTA) stake by 110% in Q2 2026, buying an estimated $2.16K and bringing the position to 44 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in OKTA in Q4 2018 and has held it in 30 quarters since. The position peaked at $23.6K in Q2 2020. 229 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 44 shares of Okta worth $6K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 23 Okta shares in Q2 2026, an estimated $2.16K.
Okta made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #549 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Okta in Q4 2018 and has held it in 30 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Okta position peaked at $23.6K in Q2 2020.
229 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.