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GPS Wealth Strategies Group’s Okta OKTA Stock Holding History

GPS Wealth Strategies Group’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 		$46.6K Sell
539
-789
-59% -$68.9K 0.04% 229
2025
Q3 		$122K Sell
1,328
-100
-7% -$9.34K 0.01% 443
2025
Q2 		$143K Sell
1,428
-56
-4% -$5.98K 0.02% 384
2025
Q1 		$156K Buy
1,484
+100
+7% +$9.77K 0.02% 354
2024
Q4 		$109K Buy
1,384
+870
+169% +$67.4K 0.01% 408
2024
Q3 		$38.2K Hold
514
– – 0.01% 645
2024
Q2 		$48.1K Sell
514
-94
-15% -$8.9K 0.01% 550
2024
Q1 		$63.6K Sell
608
-72
-11% -$6.64K 0.01% 462
2023
Q4 		$61.6K Sell
680
-76
-10% -$5.8K 0.01% 451
2023
Q3 		$61.6K Buy
756
+71
+10% +$5.38K 0.01% 437
2023
Q2 		$47.5K Buy
685
+228
+50% +$17.3K 0.01% 501
2023
Q1 		$39.4K Buy
+457
New +$34.8K 0.01% 528
2022
Q4 		– Sell
-127
Closed -$7K – 775
2022
Q3 		$7K Sell
127
-20
-14% -$1.72K ﹤0.01% 837
2022
Q2 		$13K Sell
147
-63
-30% -$6.8K ﹤0.01% 716
2022
Q1 		$32K Sell
210
-203
-49% -$36.4K 0.01% 506
2021
Q4 		$93K Sell
413
-59
-13% -$14.1K 0.02% 310
2021
Q3 		$112K Hold
472
– – 0.03% 268
2021
Q2 		$115K Buy
472
+65
+16% +$15.7K 0.03% 277
2021
Q1 		$89K Buy
+407
New +$102K 0.03% 292

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

GPS Wealth Strategies Group's OKTA Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Okta (OKTA) stake by 59% in Q4 2025, selling an estimated $68.9K and leaving 539 shares worth $46.6K. The position accounts for 0.04% of the portfolio, ranked #229.

GPS Wealth Strategies Group first reported a position in OKTA in Q1 2021 and has held it in 19 quarters since. The position peaked at $156K in Q1 2025. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • GPS Wealth Strategies Group held 539 shares of Okta worth $46.6K as of Q4 2025.
  • GPS Wealth Strategies Group sold 789 Okta shares in Q4 2025, an estimated $68.9K.
  • Okta made up 0.04% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #229 holding.
  • GPS Wealth Strategies Group first reported a position in Okta in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Okta position peaked at $156K in Q1 2025.
  • 736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.