CWA
OKTA icon

Carolina Wealth Advisors’s Okta OKTA Stock Holding History

Carolina Wealth Advisors’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
-8
Closed -$842 – 300
2025
Q1 		$842 Hold
8
– – ﹤0.01% 254
2024
Q4 		$630 Buy
+8
New +$620 ﹤0.01% 272
2023
Q2 		– Sell
-4
Closed -$345 – 284
2023
Q1 		$345 Buy
+4
New +$304 ﹤0.01% 254

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
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
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

Carolina Wealth Advisors's OKTA Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Okta (OKTA) in Q2 2025, closing a stake of 8 shares — an estimated $842 sold.

Carolina Wealth Advisors first reported a position in OKTA in Q1 2023 and held it in 3 quarters. The position peaked at $842 in Q1 2025. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 8 Okta shares in Q2 2025, an estimated $842.
  • Carolina Wealth Advisors first reported a position in Okta in Q1 2023 and held it in 3 quarters.
  • Carolina Wealth Advisors's Okta position peaked at $842 in Q1 2025.
  • 748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.