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FourThought Financial Partners’s Okta OKTA Stock Holding History

FourThought Financial Partners’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
-2,027
Closed -$213K – 327
2025
Q1 		$213K Buy
+2,027
New +$198K 0.02% 298

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State Street
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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

FourThought Financial Partners's OKTA Position: Q2 2025 in Review

FourThought Financial Partners sold out of Okta (OKTA) in Q2 2025, closing a stake of 2,027 shares — an estimated $213K sold.

FourThought Financial Partners first reported a position in OKTA in Q1 2025 and held it in 1 quarter. The position peaked at $213K in Q1 2025. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • FourThought Financial Partners reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 2,027 Okta shares in Q2 2025, an estimated $213K.
  • FourThought Financial Partners first reported a position in Okta in Q1 2025 and held it in 1 quarter.
  • FourThought Financial Partners's Okta position peaked at $213K in Q1 2025.
  • 748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on FourThought Financial Partners's 13F filing for Q2 2025, filed 12 Aug 2025.