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Arete Wealth Advisors’s Okta OKTA Stock Holding History

Arete 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
-3,500
Closed -$368K – 792
2025
Q1 		$368K Buy
+3,500
New +$342K 0.03% 474
2024
Q3 		– Sell
-4,503
Closed -$421K – 792
2024
Q2 		$421K Buy
+4,503
New +$426K 0.03% 431

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Arete Wealth Advisors sold out of Okta (OKTA) in Q2 2025, closing a stake of 3,500 shares — an estimated $368K sold.

Arete Wealth Advisors first reported a position in OKTA in Q2 2024 and held it in 2 quarters. The position peaked at $421K in Q2 2024. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,500 Okta shares in Q2 2025, an estimated $368K.
  • Arete Wealth Advisors first reported a position in Okta in Q2 2024 and held it in 2 quarters.
  • Arete Wealth Advisors's Okta position peaked at $421K in Q2 2024.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.