Moser Wealth Advisors’s Okta OKTA Stock Holding History

Moser 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 Q2	$2.54M	Sell	25,443 -2,140	-8%	-$229K	1.22%	20
2025 Q1	$2.9M	Sell	27,583 -2,140	-7%	-$209K	1.52%	19
2024 Q4	$2.34M	Hold	29,723	–	–	1.22%	21
2024 Q3	$2.21M	Hold	29,723	–	–	1.15%	23
2024 Q2	$2.78M	Hold	29,723	–	–	1.51%	16
2024 Q1	$3.11M	Buy	29,723 +29,672	+58,180%	+$2.74M	1.73%	14
2023 Q4	$4.62K	Buy	+51	New	+$3.89K	﹤0.01%	126
2022 Q4	–	Sell	-5	Closed	–	–	144
2022 Q3	$0	Buy	+5	New	+$430	﹤0.01%	150

Other funds holding OKTA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Moser Wealth Advisors's OKTA Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Okta (OKTA) stake by 7.8% in Q2 2025, selling an estimated $229K and leaving 25,443 shares worth $2.54M. The position accounts for 1.22% of the portfolio, ranked #20.

Moser Wealth Advisors first reported a position in OKTA in Q3 2022 and has held it in 8 quarters since. The position peaked at $3.11M in Q1 2024. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

Moser Wealth Advisors held 25,443 shares of Okta worth $2.54M as of Q2 2025.
Moser Wealth Advisors sold 2,140 Okta shares in Q2 2025, an estimated $229K.
Okta made up 1.22% of Moser Wealth Advisors's portfolio in Q2 2025, its #20 holding.
Moser Wealth Advisors first reported a position in Okta in Q3 2022 and has held it in 8 quarters since.
Moser Wealth Advisors's Okta position peaked at $3.11M in Q1 2024.
748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.