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Capital A Wealth Management’s Okta OKTA Stock Holding History

Capital A 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 		$3.08K Buy
+34
New +$3.63K 0.03% 279

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 $1.9T AUM 41.92% 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 $140B AUM 27.84% 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 $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 $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Capital A Wealth Management's OKTA Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Okta (OKTA) in Q2 2025: 34 shares worth $3.08K. The stake represents 0.03% of the portfolio and ranks #279 among its holdings.

750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Capital A Wealth Management held 34 shares of Okta worth $3.08K as of Q2 2025.
  • Okta was a new Capital A Wealth Management position in Q2 2025.
  • Okta made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #279 holding.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.