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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
2023
Q4 		– Sell
-1,100
Closed -$89.7K – 169
2023
Q3 		$89.7K Sell
1,100
-100
-8% -$7.58K 0.06% 136
2023
Q2 		$83.2K Buy
+1,200
New +$91.1K 0.05% 146

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

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. 748 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.
  • 748 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.