Osaic Holdings
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Osaic Holdings’s Okta OKTA Stock Holding History

Osaic Holdings’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
-1
Closed -$2.38K – 8061
2025
Q3 		$2.38K Hold
1
– – ﹤0.01% 7087
2025
Q2 		$3.35K Hold
1
– – ﹤0.01% 6751
2025
Q1 		$4.07K Hold
1
– – ﹤0.01% 6280
2024
Q4 		$2K Hold
1
– – ﹤0.01% 6607
2024
Q3 		$1.79K Hold
1
– – ﹤0.01% 6658
2024
Q2 		$3.55K Hold
1
– – ﹤0.01% 6339
2024
Q1 		$2.83K Hold
1
– – ﹤0.01% 6330
2023
Q4 		$2.06K Hold
1
– – ﹤0.01% 6532
2023
Q3 		$1.63K Hold
1
– – ﹤0.01% 6691
2023
Q2 		$1.1K Buy
+1
New +$76 ﹤0.01% 6852
2022
Q2 		– Sell
-1
Closed -$1K – 7523
2022
Q1 		$1K Hold
1
– – ﹤0.01% 7087
2021
Q4 		$5K Buy
+1
New +$238 ﹤0.01% 6644

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VPM
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VCM
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State Street
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First Trust Advisors
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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 $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return