M1FG
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Mach-1 Financial Group’s Okta OKTA Stock Holding History

Mach-1 Financial Group’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
-3,790
Closed -$399K – 278
2025
Q1 		$399K Buy
+3,790
New +$370K 0.12% 137
2024
Q1 		– Sell
-5,468
Closed -$495K – 175
2023
Q4 		$495K Sell
5,468
-1,082
-17% -$82.5K 0.19% 109
2023
Q3 		$534K Sell
6,550
-1,002
-13% -$76K 0.22% 97
2023
Q2 		$524K Buy
7,552
+7,502
+15,004% +$570K 0.21% 136
2023
Q1 		$4.31M Buy
+50
New +$3.81K 0.03% 185
2022
Q4 		– Sell
-50
Closed -$2K – 355
2022
Q3 		$2K Hold
50
– – ﹤0.01% 343
2022
Q2 		$4K Buy
+50
New +$5.4K ﹤0.01% 319
2021
Q1 		– Sell
-12
Closed -$3K – 210
2020
Q4 		$3K Buy
+12
New +$2.85K ﹤0.01% 138

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BlackRock
BlackRock New York $5.7T 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return