Atria Wealth Solutions’s Okta OKTA Stock Holding History

Atria Wealth Solutions’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	$255K	Sell	2,557 -277	-10%	-$29.6K	0.01%	1244
2025 Q1	$298K	Sell	2,834 -158	-5%	-$15.4K	﹤0.01%	1471
2024 Q4	$236K	Sell	2,992 -4,964	-62%	-$385K	﹤0.01%	1710
2024 Q3	$591K	Sell	7,956 -3,521	-31%	-$308K	0.01%	1157
2024 Q2	$1.07M	Buy	11,477 +4,932	+75%	+$467K	0.01%	866
2024 Q1	$685K	Buy	6,545 +965	+17%	+$89K	0.01%	1097
2023 Q4	$505K	Buy	5,580 +3,116	+126%	+$238K	0.01%	1204
2023 Q3	$201K	Buy	+2,464	New	+$187K	﹤0.01%	1704
2023 Q2	–	Sell	-3,094	Closed	-$267K	–	1954
2023 Q1	$267K	Sell	3,094 -37	-1%	-$2.82K	﹤0.01%	1486
2022 Q4	$214K	Buy	+3,131	New	+$179K	﹤0.01%	1572
2022 Q3	–	Sell	-3,183	Closed	-$288K	–	1831
2022 Q2	$288K	Buy	3,183 +1,226	+63%	+$132K	0.01%	1233
2022 Q1	$295K	Buy	+1,957	New	+$351K	﹤0.01%	1326

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return