Wealth Enhancement Advisory Services
OKTA icon

Wealth Enhancement Advisory Services’s Okta OKTA Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.25M Buy
16,256
+2,521
+18% +$237K ﹤0.01% 1494
2026
Q1 		$1.1M Sell
13,735
-669
-5% -$55.5K ﹤0.01% 1732
2025
Q4 		$1.3M Sell
14,404
-10,991
-43% -$959K ﹤0.01% 1792
2025
Q3 		$2.31M Sell
25,395
-2,186
-8% -$204K ﹤0.01% 1354
2025
Q2 		$2.73M Sell
27,581
-11,336
-29% -$1.21M ﹤0.01% 1204
2025
Q1 		$4.09M Buy
38,917
+26,791
+221% +$2.62M 0.01% 907
2024
Q4 		$956K Buy
12,126
+4,171
+52% +$323K ﹤0.01% 1577
2024
Q3 		$591K Sell
7,955
-102
-1% -$8.91K ﹤0.01% 1708
2024
Q2 		$754K Sell
8,057
-1,176
-13% -$111K ﹤0.01% 1402
2024
Q1 		$966K Buy
9,233
+1,878
+26% +$173K ﹤0.01% 1255
2023
Q4 		$666K Buy
7,355
+4,416
+150% +$337K ﹤0.01% 1344
2023
Q3 		$240K Buy
+2,939
New +$223K ﹤0.01% 1881
2020
Q3 		– Sell
-6,370
Closed -$1.34M – 232
2020
Q2 		$1.34M Buy
+6,370
New +$1.08M 0.04% 161

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Wealth Enhancement Advisory Services's OKTA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Okta (OKTA) stake by 18% in Q2 2026, buying an estimated $237K and bringing the position to 16,256 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Wealth Enhancement Advisory Services first reported a position in OKTA in Q2 2020 and has held it in 13 quarters since. The position peaked at $4.09M in Q1 2025. 126 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,256 shares of Okta worth $2.25M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,521 Okta shares in Q2 2026, an estimated $237K.
  • Okta made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1494 holding.
  • Wealth Enhancement Advisory Services first reported a position in Okta in Q2 2020 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Okta position peaked at $4.09M in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.