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Rezny Wealth Management’s Okta OKTA Stock Holding History

Rezny 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
-19,780
Closed -$2.08M – 39
2025
Q1 		$2.08M Buy
19,780
+632
+3% +$61.7K 0.54% 14
2024
Q4 		$1.51M Buy
19,148
+639
+3% +$49.5K 0.37% 23
2024
Q3 		$1.38M Buy
18,509
+5,752
+45% +$503K 0.35% 27
2024
Q2 		$1.19M Buy
+12,757
New +$1.21M 0.32% 20

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
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

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

Rezny Wealth Management sold out of Okta (OKTA) in Q2 2025, closing a stake of 19,780 shares — an estimated $2.08M sold.

Rezny Wealth Management first reported a position in OKTA in Q2 2024 and held it in 4 quarters. The position peaked at $2.08M in Q1 2025. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Rezny Wealth Management reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Rezny Wealth Management sold 19,780 Okta shares in Q2 2025, an estimated $2.08M.
  • Rezny Wealth Management first reported a position in Okta in Q2 2024 and held it in 4 quarters.
  • Rezny Wealth Management's Okta position peaked at $2.08M in Q1 2025.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Rezny Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.