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Abich Financial Wealth Management’s Okta OKTA Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$62K Buy
+676
New +$63.1K 0.02% 288
2024
Q3 		– Sell
-10
Closed -$936 – 710
2024
Q2 		$936 Buy
+10
New +$947 ﹤0.01% 622

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abich Financial Wealth Management's OKTA Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Okta (OKTA) in Q3 2025: 676 shares worth $62K. The stake represents 0.02% of the portfolio and ranks #288 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in OKTA as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in OKTA in Q2 2024 and has held it in 2 quarters since. 750 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Abich Financial Wealth Management held 676 shares of Okta worth $62K as of Q3 2025.
  • Okta was a new Abich Financial Wealth Management position in Q3 2025.
  • Okta made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #288 holding.
  • Abich Financial Wealth Management first reported a position in Okta in Q2 2024 and has held it in 2 quarters since.
  • 750 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.