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Prosperity Wealth Management’s Okta OKTA Stock Holding History

Prosperity 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 		– Sell
-2,880
Closed -$303K – 262
2025
Q1 		$303K Buy
+2,880
New +$281K 0.14% 147
2024
Q3 		– Sell
-7,505
Closed -$703K – 218
2024
Q2 		$703K Buy
+7,505
New +$711K 0.35% 57
2023
Q4 		– Sell
-3,820
Closed -$311K – 170
2023
Q3 		$311K Buy
3,820
+285
+8% +$21.6K 0.2% 92
2023
Q2 		$245K Buy
+3,535
New +$268K 0.16% 105

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 $3.38T AUM 44.17% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Prosperity Wealth Management sold out of Okta (OKTA) in Q2 2025, closing a stake of 2,880 shares — an estimated $303K sold.

Prosperity Wealth Management first reported a position in OKTA in Q2 2023 and held it in 4 quarters. The position peaked at $703K in Q2 2024. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Prosperity Wealth Management reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 2,880 Okta shares in Q2 2025, an estimated $303K.
  • Prosperity Wealth Management first reported a position in Okta in Q2 2023 and held it in 4 quarters.
  • Prosperity Wealth Management's Okta position peaked at $703K in Q2 2024.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.