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MPWM Advisory Solutions’s Okta OKTA Stock Holding History

MPWM Advisory Solutions’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
Q4 		– Sell
-103
Closed -$9.45K – 554
2025
Q3 		$9.45K Sell
103
-857
-89% -$80K 0.01% 299
2025
Q2 		$96K Buy
960
+250
+35% +$26.7K 0.06% 112
2025
Q1 		$74.7K Buy
710
+689
+3,281% +$67.3K 0.05% 116
2024
Q4 		$1.66K Buy
+21
New +$1.63K ﹤0.01% 491

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MPWM Advisory Solutions's OKTA Position: Q4 2025 in Review

MPWM Advisory Solutions sold out of Okta (OKTA) in Q4 2025, closing a stake of 103 shares — an estimated $9.45K sold.

MPWM Advisory Solutions first reported a position in OKTA in Q4 2024 and held it in 4 quarters. The position peaked at $96K in Q2 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • MPWM Advisory Solutions reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 103 Okta shares in Q4 2025, an estimated $9.45K.
  • MPWM Advisory Solutions first reported a position in Okta in Q4 2024 and held it in 4 quarters.
  • MPWM Advisory Solutions's Okta position peaked at $96K in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on MPWM Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.