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Future Financial Wealth Management’s Okta OKTA Stock Holding History

Future Financial 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
Q4 		– Sell
-50
Closed -$4.58K – 327
2025
Q3 		$4.58K Hold
50
– – ﹤0.01% 417
2025
Q2 		$5K Sell
50
-300
-86% -$32K ﹤0.01% 404
2025
Q1 		$36.8K Hold
350
– – 0.03% 266
2024
Q4 		$27.6K Hold
350
– – 0.02% 293
2024
Q3 		$26K Buy
+350
New +$30.6K 0.02% 309
2024
Q2 		– Sell
-600
Closed -$62.8K – 340
2024
Q1 		$62.8K Buy
+600
New +$55.3K 0.05% 232
2022
Q2 		– Sell
-501
Closed -$76K – 361
2022
Q1 		$76K Buy
501
+201
+67% +$36K 0.06% 219
2021
Q4 		$67K Buy
+300
New +$71.5K 0.05% 241

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 $3.38T AUM 44.17% 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

Future Financial Wealth Management's OKTA Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Okta (OKTA) in Q4 2025, closing a stake of 50 shares — an estimated $4.58K sold.

Future Financial Wealth Management first reported a position in OKTA in Q4 2021 and held it in 8 quarters. The position peaked at $76K in Q1 2022. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 50 Okta shares in Q4 2025, an estimated $4.58K.
  • Future Financial Wealth Management first reported a position in Okta in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's Okta position peaked at $76K in Q1 2022.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.