Position in OKTA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,091
+$462 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#788
of 816 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $6,753,607 across 70 Software - Infrastructure names. OKTA ranks #47 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,262 | $5,693,031 | |
| 2 | ORCL |
Oracle Corp
|
2,070 | $303,358 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,476 | $172,204 | |
| 4 | PANW |
Palo Alto Networks Inc
|
392 | $133,679 | |
| 5 | VRSN |
Verisign Inc/Ca
|
266 | $66,914 | |
| 6 | FTNT |
Fortinet, Inc.
|
314 | $48,236 | |
| 7 | NET |
Cloudflare, Inc.
|
191 | $46,848 | |
| 8 | CRWV |
CoreWeave, Inc.
|
469 | $46,684 |
All Filings in OKTA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,091 | 8 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $629 | 8 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,500 | 133 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,493 | 49 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,199 | 12 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $210 | 2 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $394 | 5 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||