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	–	1830
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Atria Wealth Solutions's OKTA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Okta (OKTA) stake by 9.8% in Q2 2025, selling an estimated $29.6K and leaving 2,557 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #1244.

Atria Wealth Solutions first reported a position in OKTA in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.07M in Q2 2024. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

Atria Wealth Solutions held 2,557 shares of Okta worth $255K as of Q2 2025.
Atria Wealth Solutions sold 277 Okta shares in Q2 2025, an estimated $29.6K.
Okta made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1244 holding.
Atria Wealth Solutions first reported a position in Okta in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's Okta position peaked at $1.07M in Q2 2024.
750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.