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Carolinas Wealth Consulting’s Okta OKTA Stock Holding History

Carolinas Wealth Consulting’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
-64
Closed -$6.73K – 655
2025
Q1 		$6.73K Hold
64
– – ﹤0.01% 568
2024
Q4 		$5.04K Buy
+64
New +$4.96K ﹤0.01% 636
2021
Q1 		– Sell
-100
Closed -$25K – 980
2020
Q4 		$25K Buy
+100
New +$23.8K 0.01% 441

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

Carolinas Wealth Consulting's OKTA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Okta (OKTA) in Q2 2025, closing a stake of 64 shares — an estimated $6.73K sold.

Carolinas Wealth Consulting first reported a position in OKTA in Q4 2020 and held it in 3 quarters. The position peaked at $25K in Q4 2020. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 64 Okta shares in Q2 2025, an estimated $6.73K.
  • Carolinas Wealth Consulting first reported a position in Okta in Q4 2020 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Okta position peaked at $25K in Q4 2020.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.