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Blue Bell Private Wealth Management’s Okta OKTA Stock Holding History

Blue Bell Private 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
Q2 		– Sell
-71
Closed -$7.47K – 752
2025
Q1 		$7.47K Buy
+71
New +$6.93K ﹤0.01% 539
2022
Q4 		– Sell
-20
Closed -$1K – 726
2022
Q3 		$1K Sell
20
-3
-13% -$258 ﹤0.01% 696
2022
Q2 		$2K Sell
23
-20
-47% -$2.16K ﹤0.01% 647
2022
Q1 		$6K Sell
43
-20
-32% -$3.58K ﹤0.01% 527
2021
Q4 		$14K Buy
+63
New +$15K ﹤0.01% 349

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 $3.38T AUM 44.17% 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

Blue Bell Private Wealth Management's OKTA Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of Okta (OKTA) in Q2 2025, closing a stake of 71 shares — an estimated $7.47K sold.

Blue Bell Private Wealth Management first reported a position in OKTA in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Blue Bell Private Wealth Management reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 71 Okta shares in Q2 2025, an estimated $7.47K.
  • Blue Bell Private Wealth Management first reported a position in Okta in Q4 2021 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's Okta position peaked at $14K in Q4 2021.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.