AWA
OKTA icon

Alta Wealth Advisors’s Okta OKTA Stock Holding History

Alta Wealth Advisors’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
Q2 		– Sell
-5,071
Closed -$534K – 137
2025
Q1 		$534K Buy
5,071
+41
+0.8% +$4K 0.24% 75
2024
Q4 		$396K Buy
5,030
+2,025
+67% +$157K 0.17% 102
2024
Q3 		$223K Buy
+3,005
New +$263K 0.1% 122
2022
Q1 		– Sell
-3,215
Closed -$721K – 152
2021
Q4 		$721K Hold
3,215
– – 0.44% 70
2021
Q3 		$763K Buy
3,215
+149
+5% +$37K 0.55% 62
2021
Q2 		$750K Buy
3,066
+691
+29% +$167K 0.55% 65
2021
Q1 		$524K Buy
2,375
+115
+5% +$28.9K 0.44% 86
2020
Q4 		$575K Buy
+2,260
New +$537K 0.48% 73

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 $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Alta Wealth Advisors's OKTA Position: Q2 2025 in Review

Alta Wealth Advisors sold out of Okta (OKTA) in Q2 2025, closing a stake of 5,071 shares — an estimated $534K sold.

Alta Wealth Advisors first reported a position in OKTA in Q4 2020 and held it in 8 quarters. The position peaked at $763K in Q3 2021. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Alta Wealth Advisors reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 5,071 Okta shares in Q2 2025, an estimated $534K.
  • Alta Wealth Advisors first reported a position in Okta in Q4 2020 and held it in 8 quarters.
  • Alta Wealth Advisors's Okta position peaked at $763K in Q3 2021.
  • 748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Alta Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.