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Marshall & Sterling Wealth Advisors’s Okta OKTA Stock Holding History

Marshall & Sterling Wealth Advisors’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
-39
Closed -$3.9K – 674
2025
Q2 		$3.9K Buy
+39
New +$4.17K ﹤0.01% 505

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's OKTA Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Okta (OKTA) in Q3 2025, closing a stake of 39 shares — an estimated $3.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in OKTA in Q2 2025 and held it in 1 quarter. The position peaked at $3.9K in Q2 2025. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 39 Okta shares in Q3 2025, an estimated $3.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in Okta in Q2 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Okta position peaked at $3.9K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.