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Left Brain Wealth Management’s Okta OKTA Stock Holding History

Left Brain 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
-32,683
Closed -$3.44M – 109
2025
Q1 		$3.44M Sell
32,683
-6,027
-16% -$589K 1.5% 26
2024
Q4 		$3.05M Sell
38,710
-1,355
-3% -$105K 1.15% 32
2024
Q3 		$2.98M Sell
40,065
-238
-0.6% -$20.8K 1.39% 28
2024
Q2 		$3.77M Buy
40,303
+970
+2% +$91.8K 1.76% 24
2024
Q1 		$4.12M Buy
+39,333
New +$3.63M 1.99% 20

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 $3.37T AUM 44.26% 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

Left Brain Wealth Management's OKTA Position: Q2 2025 in Review

Left Brain Wealth Management sold out of Okta (OKTA) in Q2 2025, closing a stake of 32,683 shares — an estimated $3.44M sold.

Left Brain Wealth Management first reported a position in OKTA in Q1 2024 and held it in 5 quarters. The position peaked at $4.12M in Q1 2024. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Left Brain Wealth Management reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Left Brain Wealth Management sold 32,683 Okta shares in Q2 2025, an estimated $3.44M.
  • Left Brain Wealth Management first reported a position in Okta in Q1 2024 and held it in 5 quarters.
  • Left Brain Wealth Management's Okta position peaked at $4.12M in Q1 2024.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Left Brain Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.