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Acima Private Wealth’s Okta OKTA Stock Holding History

Acima Private Wealth’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
Q4 		– Sell
-1,579
Closed -$145K – 178
2025
Q3 		$145K Hold
1,579
– – 0.05% 123
2025
Q2 		$158K Hold
1,579
– – 0.05% 124
2025
Q1 		$166K Hold
1,579
– – 0.06% 121
2024
Q4 		$124K Hold
1,579
– – 0.04% 132
2024
Q3 		$117K Hold
1,579
– – 0.04% 134
2024
Q2 		$148K Hold
1,579
– – 0.05% 123
2024
Q1 		$165K Hold
1,579
– – 0.06% 124
2023
Q4 		$143K Hold
1,579
– – 0.06% 133
2023
Q3 		$129K Hold
1,579
– – 0.06% 139
2023
Q2 		$110K Hold
1,579
– – 0.05% 146
2023
Q1 		$136K Buy
+1,579
New +$120K 0.07% 139

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Acima Private Wealth's OKTA Position: Q4 2025 in Review

Acima Private Wealth sold out of Okta (OKTA) in Q4 2025, closing a stake of 1,579 shares — an estimated $145K sold.

Acima Private Wealth first reported a position in OKTA in Q1 2023 and held it in 11 quarters. The position peaked at $166K in Q1 2025. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Acima Private Wealth reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Acima Private Wealth sold 1,579 Okta shares in Q4 2025, an estimated $145K.
  • Acima Private Wealth first reported a position in Okta in Q1 2023 and held it in 11 quarters.
  • Acima Private Wealth's Okta position peaked at $166K in Q1 2025.
  • 736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Acima Private Wealth's 13F filing for Q4 2025, filed 15 Jan 2026.