Key Financial Inc’s Okta OKTA Stock Holding History

Key Financial Inc’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	–	Sell	-5	Closed	-$500	–	1487
2025 Q2	$500	Hold	5	–	–	﹤0.01%	1327
2025 Q1	$526	Hold	5	–	–	﹤0.01%	1279
2024 Q4	$394	Hold	5	–	–	﹤0.01%	1307
2024 Q3	$372	Buy	+5	New	+$437	﹤0.01%	1285

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Key Financial Inc's OKTA Position: Q3 2025 in Review

Key Financial Inc sold out of Okta (OKTA) in Q3 2025, closing a stake of 5 shares — an estimated $500 sold.

Key Financial Inc first reported a position in OKTA in Q3 2024 and held it in 4 quarters. The position peaked at $526 in Q1 2025. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

Key Financial Inc reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
Key Financial Inc sold 5 Okta shares in Q3 2025, an estimated $500.
Key Financial Inc first reported a position in Okta in Q3 2024 and held it in 4 quarters.
Key Financial Inc's Okta position peaked at $526 in Q1 2025.
749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.