OAM
OKTA icon

Occidental Asset Management’s Okta OKTA Stock Holding History

Occidental Asset 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
2026
Q1 		$2.61M Buy
33,169
+59
+0.2% +$4.9K 0.31% 80
2025
Q4 		$2.86M Buy
33,110
+2
+0% +$175 0.34% 71
2025
Q3 		$3.04M Buy
33,108
+3
+0% +$280 0.38% 67
2025
Q2 		$3.31M Hold
33,105
– – 0.46% 63
2025
Q1 		$3.48M Sell
33,105
-396
-1% -$38.7K 0.53% 60
2024
Q4 		$2.64M Hold
33,501
– – 0.41% 71
2024
Q3 		$2.49M Hold
33,501
– – 0.4% 72
2024
Q2 		$3.14M Hold
33,501
– – 0.55% 51
2024
Q1 		$3.5M Hold
33,501
– – 0.66% 40
2023
Q4 		$3.03M Hold
33,501
– – 0.63% 40
2023
Q3 		$2.73M Sell
33,501
-2,900
-8% -$220K 0.63% 36
2023
Q2 		$2.52M Hold
36,401
– – 0.57% 45
2023
Q1 		$3.14M Buy
+36,401
New +$2.77M 0.78% 25

Other funds holding OKTA

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return