OHIS
OKTA icon

Oak Harvest Investment Services’s Okta OKTA Stock Holding History

Oak Harvest Investment Services’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
-5,000
Closed -$526K – 168
2025
Q1 		$526K Buy
+5,000
New +$488K 0.07% 107

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Oak Harvest Investment Services's OKTA Position: Q2 2025 in Review

Oak Harvest Investment Services sold out of Okta (OKTA) in Q2 2025, closing a stake of 5,000 shares — an estimated $526K sold.

Oak Harvest Investment Services first reported a position in OKTA in Q1 2025 and held it in 1 quarter. The position peaked at $526K in Q1 2025. 749 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Oak Harvest Investment Services reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 5,000 Okta shares in Q2 2025, an estimated $526K.
  • Oak Harvest Investment Services first reported a position in Okta in Q1 2025 and held it in 1 quarter.
  • Oak Harvest Investment Services's Okta position peaked at $526K in Q1 2025.
  • 749 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Oak Harvest Investment Services's 13F filing for Q2 2025, filed 8 Aug 2025.