Benjamin Edwards Inc’s Okta OKTA Stock Holding History

Benjamin Edwards Inc’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
2026 Q1	$232K	Sell	2,942 -2,518	-46%	-$209K	﹤0.01%	1264
2025 Q4	$472K	Sell	5,460 -17	-0.3%	-$1.48K	0.01%	968
2025 Q3	$502K	Sell	5,477 -124	-2%	-$11.6K	0.01%	930
2025 Q2	$560K	Sell	5,601 -617	-10%	-$65.9K	0.01%	820
2025 Q1	$654K	Buy	6,218 +150	+2%	+$14.7K	0.01%	715
2024 Q4	$478K	Sell	6,068 -731	-11%	-$56.7K	0.01%	829
2024 Q3	$505K	Buy	+6,799	New	+$594K	0.01%	793

Other funds holding OKTA

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return