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FSA Wealth Management’s Okta OKTA Stock Holding History

FSA Wealth Management’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 		$1.19K Hold
13
– – ﹤0.01% 523
2025
Q2 		$1.3K Hold
13
– – ﹤0.01% 496
2025
Q1 		$1.37K Hold
13
– – ﹤0.01% 458
2024
Q4 		$1.02K Hold
13
– – ﹤0.01% 521
2024
Q3 		$966 Buy
+13
New +$1.14K ﹤0.01% 526
2024
Q1 		$1.36K Hold
13
– – ﹤0.01% 564
2023
Q4 		$1K Buy
+13
New +$992 ﹤0.01% 562

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FSA Wealth Management's OKTA Position: Q3 2025 in Review

FSA Wealth Management held its Okta (OKTA) position steady in Q3 2025 at 13 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

FSA Wealth Management first reported a position in OKTA in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.37K in Q1 2025. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • FSA Wealth Management held 13 shares of Okta worth $1.19K as of Q3 2025.
  • FSA Wealth Management left its Okta share count unchanged in Q3 2025.
  • Okta made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #523 holding.
  • FSA Wealth Management first reported a position in Okta in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Okta position peaked at $1.37K in Q1 2025.
  • 749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.