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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 $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 $3.38T AUM 44.17% 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

Mission Wealth Management's OKTA Position: Q2 2025 in Review

Mission Wealth Management sold out of Okta (OKTA) in Q2 2025, closing a stake of 2,166 shares — an estimated $228K sold.

Mission Wealth Management first reported a position in OKTA in Q2 2023 and held it in 8 quarters. The position peaked at $487K in Q3 2023. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Mission Wealth Management reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Mission Wealth Management sold 2,166 Okta shares in Q2 2025, an estimated $228K.
  • Mission Wealth Management first reported a position in Okta in Q2 2023 and held it in 8 quarters.
  • Mission Wealth Management's Okta position peaked at $487K in Q3 2023.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Mission Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.