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Avior Wealth Management’s Okta OKTA Stock Holding History

Avior Wealth Management’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
Q3 		– Sell
-3,793
Closed -$379K – 727
2025
Q2 		$379K Sell
3,793
-22
-0.6% -$2.35K 0.01% 512
2025
Q1 		$401K Buy
3,815
+8
+0.2% +$781 0.02% 468
2024
Q4 		$300K Buy
3,807
+3,730
+4,844% +$289K 0.01% 594
2024
Q3 		$5.72K Sell
77
-15
-16% -$1.31K ﹤0.01% 1732
2024
Q2 		$8.61K Sell
92
-65
-41% -$6.15K ﹤0.01% 1557
2024
Q1 		$16.4K Sell
157
-3,575
-96% -$330K ﹤0.01% 1684
2023
Q4 		$338K Sell
3,732
-1,189
-24% -$90.7K 0.02% 422
2023
Q3 		$401K Buy
4,921
+608
+14% +$46.1K 0.03% 377
2023
Q2 		$299K Sell
4,313
-487
-10% -$37K 0.02% 446
2023
Q1 		$414K Buy
4,800
+55
+1% +$4.19K 0.03% 399
2022
Q4 		$324K Hold
4,745
– – 0.02% 393
2022
Q3 		$269K Buy
4,745
+4,732
+36,400% +$407K 0.02% 399
2022
Q2 		$1K Sell
13
-30
-70% -$3.24K ﹤0.01% 1013
2022
Q1 		$6K Sell
43
-65
-60% -$11.7K ﹤0.01% 891
2021
Q4 		$24K Buy
108
+3
+3% +$715 ﹤0.01% 676
2021
Q3 		$24K Hold
105
– – ﹤0.01% 640
2021
Q2 		$25K Hold
105
– – ﹤0.01% 616
2021
Q1 		$23K Sell
105
-55
-34% -$13.8K ﹤0.01% 633
2020
Q4 		$40K Hold
160
– – ﹤0.01% 517
2020
Q3 		$34K Buy
160
+10
+7% +$2.08K ﹤0.01% 535
2020
Q2 		$30K Hold
150
– – ﹤0.01% 528
2020
Q1 		$18K Buy
150
+40
+36% +$5.02K ﹤0.01% 522
2019
Q4 		$12K Buy
110
+30
+38% +$3.45K ﹤0.01% 587
2019
Q3 		$7K Sell
80
-85
-52% -$10.6K ﹤0.01% 611
2019
Q2 		$20K Hold
165
– – ﹤0.01% 524
2019
Q1 		$13K Hold
165
– – ﹤0.01% 515
2018
Q4 		$10K Hold
165
– – ﹤0.01% 570
2018
Q3 		$12K Hold
165
– – ﹤0.01% 568
2018
Q2 		$8K Hold
165
– – ﹤0.01% 610
2018
Q1 		$7K Buy
+165
New +$5.51K ﹤0.01% 612

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avior Wealth Management's OKTA Position: Q3 2025 in Review

Avior Wealth Management sold out of Okta (OKTA) in Q3 2025, closing a stake of 3,793 shares — an estimated $379K sold.

Avior Wealth Management first reported a position in OKTA in Q1 2018 and held it in 30 quarters. The position peaked at $414K in Q1 2023. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Avior Wealth Management reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,793 Okta shares in Q3 2025, an estimated $379K.
  • Avior Wealth Management first reported a position in Okta in Q1 2018 and held it in 30 quarters.
  • Avior Wealth Management's Okta position peaked at $414K in Q1 2023.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Avior Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.