FHA
OKTA icon

First Horizon Advisors’s Okta OKTA Stock Holding History

First Horizon 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 		$37.2K Sell
372
-306
-45% -$32.7K ﹤0.01% 1155
2025
Q1 		$71.3K Buy
678
+108
+19% +$10.5K ﹤0.01% 790
2024
Q4 		$44.9K Buy
570
+16
+3% +$1.24K ﹤0.01% 989
2024
Q3 		$41.2K Buy
554
+48
+9% +$4.19K ﹤0.01% 1072
2024
Q2 		$47.4K Buy
506
+41
+9% +$3.88K ﹤0.01% 943
2024
Q1 		$48.6K Sell
465
-22
-5% -$2.03K ﹤0.01% 961
2023
Q4 		$44.1K Buy
487
+74
+18% +$5.64K ﹤0.01% 995
2023
Q3 		$33.7K Buy
413
+46
+13% +$3.49K ﹤0.01% 1030
2023
Q2 		$25.5K Buy
367
+3
+0.8% +$228 ﹤0.01% 1173
2023
Q1 		$31.4K Buy
364
+8
+2% +$609 ﹤0.01% 1097
2022
Q4 		$24.3K Buy
356
+235
+194% +$13.4K ﹤0.01% 1188
2022
Q3 		$7K Sell
121
-237
-66% -$20.4K ﹤0.01% 1652
2022
Q2 		$32K Buy
358
+307
+602% +$33.2K ﹤0.01% 1106
2022
Q1 		$8K Sell
51
-495
-91% -$88.7K ﹤0.01% 1175
2021
Q4 		$121K Sell
546
-37
-6% -$8.81K ﹤0.01% 623
2021
Q3 		$137K Buy
583
+5
+0.9% +$1.24K ﹤0.01% 588
2021
Q2 		$140K Buy
578
+304
+111% +$73.4K 0.01% 464
2021
Q1 		$60K Buy
274
+63
+30% +$15.8K ﹤0.01% 673
2020
Q4 		$52K Hold
211
– – ﹤0.01% 591
2020
Q3 		$44K Hold
211
– – ﹤0.01% 575
2020
Q2 		$42K Hold
211
– – ﹤0.01% 568
2020
Q1 		$24K Buy
+211
New +$26.5K ﹤0.01% 667

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

First Horizon Advisors's OKTA Position: Q2 2025 in Review

First Horizon Advisors reduced its Okta (OKTA) stake by 45% in Q2 2025, selling an estimated $32.7K and leaving 372 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

First Horizon Advisors first reported a position in OKTA in Q1 2020 and has held it in 22 quarters since. The position peaked at $140K in Q2 2021. 749 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • First Horizon Advisors held 372 shares of Okta worth $37.2K as of Q2 2025.
  • First Horizon Advisors sold 306 Okta shares in Q2 2025, an estimated $32.7K.
  • Okta made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1155 holding.
  • First Horizon Advisors first reported a position in Okta in Q1 2020 and has held it in 22 quarters since.
  • First Horizon Advisors's Okta position peaked at $140K in Q2 2021.
  • 749 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.