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Focus Partners Advisor Solutions’s Okta OKTA Stock Holding History

Focus Partners Advisor Solutions’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
Q4 		– Sell
-5,628
Closed -$495K – 1213
2025
Q3 		$495K Sell
5,628
-925
-14% -$86.4K 0.01% 739
2025
Q2 		$655K Buy
6,553
+1,662
+34% +$177K 0.01% 587
2025
Q1 		$515K Buy
+4,891
New +$478K 0.01% 576

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Focus Partners Advisor Solutions's OKTA Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Okta (OKTA) in Q4 2025, closing a stake of 5,628 shares — an estimated $495K sold.

Focus Partners Advisor Solutions first reported a position in OKTA in Q1 2025 and held it in 3 quarters. The position peaked at $655K in Q2 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Focus Partners Advisor Solutions reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 5,628 Okta shares in Q4 2025, an estimated $495K.
  • Focus Partners Advisor Solutions first reported a position in Okta in Q1 2025 and held it in 3 quarters.
  • Focus Partners Advisor Solutions's Okta position peaked at $655K in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.