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Prevail Innovative Wealth Advisors’s Okta OKTA Stock Holding History

Prevail Innovative 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 		– Sell
-9,184
Closed -$918K – 228
2025
Q2 		$918K Buy
+9,184
New +$981K 0.21% 138
2025
Q1 		– Sell
-45,984
Closed -$3.62M – 191
2024
Q4 		$3.62M Buy
+45,984
New +$3.56M 1.05% 29

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prevail Innovative Wealth Advisors's OKTA Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of Okta (OKTA) in Q3 2025, closing a stake of 9,184 shares — an estimated $918K sold.

Prevail Innovative Wealth Advisors first reported a position in OKTA in Q4 2024 and held it in 2 quarters. The position peaked at $3.62M in Q4 2024. 750 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 9,184 Okta shares in Q3 2025, an estimated $918K.
  • Prevail Innovative Wealth Advisors first reported a position in Okta in Q4 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Okta position peaked at $3.62M in Q4 2024.
  • 750 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.