PWM
OKTA icon

Parkworth Wealth Management’s Okta OKTA Stock Holding History

Parkworth Wealth 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
2025
Q2 		$700 Buy
7
+3
+75% +$320 ﹤0.01% 527
2025
Q1 		$421 Buy
4
+1
+33% +$98 ﹤0.01% 476
2024
Q4 		$236 Buy
+3
New +$233 ﹤0.01% 700

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

Parkworth Wealth Management's OKTA Position: Q2 2025 in Review

Parkworth Wealth Management increased its Okta (OKTA) stake by 75% in Q2 2025, buying an estimated $320 and bringing the position to 7 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Parkworth Wealth Management first reported a position in OKTA in Q4 2024 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Parkworth Wealth Management held 7 shares of Okta worth $700 as of Q2 2025.
  • Parkworth Wealth Management bought 3 Okta shares in Q2 2025, an estimated $320.
  • Okta made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #527 holding.
  • Parkworth Wealth Management first reported a position in Okta in Q4 2024 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.