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Mount Yale Investment Advisors’s Okta OKTA Stock Holding History

Mount Yale Investment 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
-137
Closed -$13.7K – 1296
2025
Q2 		$13.7K Buy
+137
New +$14.6K ﹤0.01% 1097
2018
Q4 		– Sell
-647
Closed -$41K – 629
2018
Q3 		$41K Sell
647
-76
-11% -$4.53K 0.01% 644
2018
Q2 		$36K Buy
+723
New +$34.4K 0.01% 691

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

Mount Yale Investment Advisors's OKTA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Okta (OKTA) in Q3 2025, closing a stake of 137 shares — an estimated $13.7K sold.

Mount Yale Investment Advisors first reported a position in OKTA in Q2 2018 and held it in 3 quarters. The position peaked at $41K in Q3 2018. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 137 Okta shares in Q3 2025, an estimated $13.7K.
  • Mount Yale Investment Advisors first reported a position in Okta in Q2 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Okta position peaked at $41K in Q3 2018.
  • 749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.