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IHT Wealth Management’s Okta OKTA Stock Holding History

IHT 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
Q2 		– Sell
-4,262
Closed -$448K – 1183
2025
Q1 		$448K Buy
+4,262
New +$416K 0.01% 712
2018
Q2 		– Sell
-100
Closed -$4K – 1054
2018
Q1 		$4K Hold
100
– – ﹤0.01% 1391
2017
Q4 		$3K Hold
100
– – ﹤0.01% 1432
2017
Q3 		$3K Buy
+100
New +$2.54K ﹤0.01% 1168

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IHT Wealth Management's OKTA Position: Q2 2025 in Review

IHT Wealth Management sold out of Okta (OKTA) in Q2 2025, closing a stake of 4,262 shares — an estimated $448K sold.

IHT Wealth Management first reported a position in OKTA in Q3 2017 and held it in 4 quarters. The position peaked at $448K in Q1 2025. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • IHT Wealth Management reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 4,262 Okta shares in Q2 2025, an estimated $448K.
  • IHT Wealth Management first reported a position in Okta in Q3 2017 and held it in 4 quarters.
  • IHT Wealth Management's Okta position peaked at $448K in Q1 2025.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.