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Hemington Wealth Management’s Okta OKTA Stock Holding History

Hemington 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 		$13K Buy
152
+21
+16% +$1.96K ﹤0.01% 789
2025
Q2 		$13K Buy
131
+7
+6% +$748 ﹤0.01% 765
2025
Q1 		$13K Buy
124
+62
+100% +$6.06K ﹤0.01% 730
2024
Q4 		$4K Buy
62
+26
+72% +$2.02K ﹤0.01% 1102
2024
Q3 		$2K Buy
+36
New +$3.15K ﹤0.01% 1220

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

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

Hemington Wealth Management increased its Okta (OKTA) stake by 16% in Q3 2025, buying an estimated $1.96K and bringing the position to 152 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Hemington Wealth Management first reported a position in OKTA in Q3 2024 and has held it in 5 quarters since. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Hemington Wealth Management held 152 shares of Okta worth $13K as of Q3 2025.
  • Hemington Wealth Management bought 21 Okta shares in Q3 2025, an estimated $1.96K.
  • Okta made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #789 holding.
  • Hemington Wealth Management first reported a position in Okta in Q3 2024 and has held it in 5 quarters since.
  • 749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.