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Pinnacle Wealth Management’s Okta OKTA Stock Holding History

Pinnacle 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
Q3 		– Sell
-13,216
Closed -$1.32M – 43
2025
Q2 		$1.32M Buy
13,216
+5,190
+65% +$554K 1.1% 34
2025
Q1 		$844K Buy
+8,026
New +$784K 0.95% 17
2022
Q4 		– Sell
-13,410
Closed -$763K – 56
2022
Q3 		$763K Buy
13,410
+672
+5% +$57.8K 0.93% 41
2022
Q2 		$1.15M Buy
12,738
+1,306
+11% +$141K 1.62% 35
2022
Q1 		$1.73M Buy
+11,432
New +$2.05M 2.02% 34

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Management's OKTA Position: Q3 2025 in Review

Pinnacle Wealth Management sold out of Okta (OKTA) in Q3 2025, closing a stake of 13,216 shares — an estimated $1.32M sold.

Pinnacle Wealth Management first reported a position in OKTA in Q1 2022 and held it in 5 quarters. The position peaked at $1.73M in Q1 2022. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Pinnacle Wealth Management reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 13,216 Okta shares in Q3 2025, an estimated $1.32M.
  • Pinnacle Wealth Management first reported a position in Okta in Q1 2022 and held it in 5 quarters.
  • Pinnacle Wealth Management's Okta position peaked at $1.73M in Q1 2022.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Pinnacle Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.