Palo Alto Wealth Advisors’s Okta OKTA Stock Holding History

Palo Alto Wealth 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	$252K	Sell	2,942 -3,165	-52%	-$296K	0.07%	56
2025 Q2	$611K	Buy	+6,107	New	+$652K	0.23%	30
2025 Q1	–	Sell	-5,480	Closed	-$432K	–	53
2024 Q4	$432K	Sell	5,480 -600	-10%	-$46.5K	0.15%	34
2024 Q3	$450K	Sell	6,080 -1,955	-24%	-$171K	0.19%	31
2024 Q2	$752K	Sell	8,035 -1,893	-19%	-$179K	0.52%	19
2024 Q1	$1.04M	Buy	9,928 +1,273	+15%	+$117K	0.73%	19
2023 Q4	$784K	Buy	8,655 +1,700	+24%	+$130K	0.59%	21
2023 Q3	$567K	Sell	6,955 -615	-8%	-$46.6K	0.47%	23
2023 Q2	$525K	Sell	7,570 -320	-4%	-$24.3K	0.42%	27
2023 Q1	$680K	Sell	7,890 -300	-4%	-$22.8K	0.55%	26
2022 Q4	$560K	Buy	+8,190	New	+$468K	0.48%	27

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Palo Alto Wealth Advisors's OKTA Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its Okta (OKTA) stake by 52% in Q3 2025, selling an estimated $296K and leaving 2,942 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #56.

Palo Alto Wealth Advisors first reported a position in OKTA in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2024. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

Palo Alto Wealth Advisors held 2,942 shares of Okta worth $252K as of Q3 2025.
Palo Alto Wealth Advisors sold 3,165 Okta shares in Q3 2025, an estimated $296K.
Okta made up 0.07% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #56 holding.
Palo Alto Wealth Advisors first reported a position in Okta in Q4 2022 and has held it in 11 quarters since.
Palo Alto Wealth Advisors's Okta position peaked at $1.04M in Q1 2024.
749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.