Clearstead Trust’s Okta OKTA Stock Holding History

Clearstead 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	-11	Closed	-$1.1K	–	1551
2025 Q2	$1.1K	Sell	11 -1	-8%	-$107	﹤0.01%	1130
2025 Q1	$1.26K	Buy	+12	New	+$1.17K	﹤0.01%	814

Other funds holding OKTA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clearstead Trust's OKTA Position: Q3 2025 in Review

Clearstead Trust sold out of Okta (OKTA) in Q3 2025, closing a stake of 11 shares — an estimated $1.1K sold.

Clearstead Trust first reported a position in OKTA in Q1 2025 and held it in 2 quarters. The position peaked at $1.26K in Q1 2025. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

Clearstead Trust reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
Clearstead Trust sold 11 Okta shares in Q3 2025, an estimated $1.1K.
Clearstead Trust first reported a position in Okta in Q1 2025 and held it in 2 quarters.
Clearstead Trust's Okta position peaked at $1.26K in Q1 2025.
749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.