MWM
OKTA icon

Mission Wealth Management’s Okta OKTA Stock Holding History

Mission 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
-2,166
Closed -$228K – 703
2025
Q1 		$228K Sell
2,166
-2,217
-51% -$217K 0.01% 613
2024
Q4 		$345K Buy
4,383
+375
+9% +$29.1K 0.01% 520
2024
Q3 		$298K Buy
4,008
+29
+0.7% +$2.53K 0.01% 548
2024
Q2 		$372K Sell
3,979
-16
-0.4% -$1.51K 0.01% 483
2024
Q1 		$418K Buy
3,995
+26
+0.7% +$2.4K 0.01% 478
2023
Q4 		$359K Sell
3,969
-2,009
-34% -$153K 0.01% 440
2023
Q3 		$487K Buy
5,978
+5
+0.1% +$379 0.02% 343
2023
Q2 		$414K Buy
+5,973
New +$454K 0.02% 387

Other funds holding OKTA

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