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Impact Partnership Wealth’s Okta OKTA Stock Holding History

Impact Partnership Wealth’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
-5,730
Closed -$525K – 417
2025
Q3 		$525K Buy
+5,730
New +$535K 0.08% 162
2023
Q4 		– Sell
-8
Closed -$652 – 1016
2023
Q3 		$652 Hold
8
– – ﹤0.01% 919
2023
Q2 		$555 Buy
+8
New +$608 ﹤0.01% 854

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

Impact Partnership Wealth's OKTA Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Okta (OKTA) in Q4 2025, closing a stake of 5,730 shares — an estimated $525K sold.

Impact Partnership Wealth first reported a position in OKTA in Q2 2023 and held it in 3 quarters. The position peaked at $525K in Q3 2025. 737 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Impact Partnership Wealth reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,730 Okta shares in Q4 2025, an estimated $525K.
  • Impact Partnership Wealth first reported a position in Okta in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Okta position peaked at $525K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.