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Chicago Trust’s Okta OKTA Stock Holding History

Chicago Trust’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
Q3 		– Sell
-3,374
Closed -$337K – 437
2025
Q2 		$337K Buy
3,374
+187
+6% +$20K 0.05% 308
2025
Q1 		$335K Buy
3,187
+67
+2% +$6.54K 0.06% 264
2024
Q4 		$246K Buy
3,120
+191
+7% +$14.8K 0.04% 297
2024
Q3 		$218K Buy
2,929
+221
+8% +$19.3K 0.04% 352
2024
Q2 		$253K Buy
2,708
+619
+30% +$58.6K 0.05% 269
2024
Q1 		$219K Buy
+2,089
New +$193K 0.05% 273

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chicago Trust's OKTA Position: Q3 2025 in Review

Chicago Trust sold out of Okta (OKTA) in Q3 2025, closing a stake of 3,374 shares — an estimated $337K sold.

Chicago Trust first reported a position in OKTA in Q1 2024 and held it in 6 quarters. The position peaked at $337K in Q2 2025. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Chicago Trust reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Chicago Trust sold 3,374 Okta shares in Q3 2025, an estimated $337K.
  • Chicago Trust first reported a position in Okta in Q1 2024 and held it in 6 quarters.
  • Chicago Trust's Okta position peaked at $337K in Q2 2025.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Chicago Trust's 13F filing for Q3 2025, filed 10 Oct 2025.