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Schulz Wealth’s Okta OKTA Stock Holding History

Schulz Wealth’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
Q4 		– Sell
-2,284
Closed -$209K – 65
2025
Q3 		$209K Hold
2,284
– – 0.14% 64
2025
Q2 		$228K Hold
2,284
– – 0.17% 62
2025
Q1 		$240K Buy
+2,284
New +$223K 0.18% 57
2024
Q3 		– Sell
-2,284
Closed -$214K – 59
2024
Q2 		$214K Hold
2,284
– – 0.18% 54
2024
Q1 		$239K Hold
2,284
– – 0.2% 50
2023
Q4 		$207K Buy
+2,284
New +$174K 0.2% 53

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Schulz Wealth's OKTA Position: Q4 2025 in Review

Schulz Wealth sold out of Okta (OKTA) in Q4 2025, closing a stake of 2,284 shares — an estimated $209K sold.

Schulz Wealth first reported a position in OKTA in Q4 2023 and held it in 6 quarters. The position peaked at $240K in Q1 2025. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Schulz Wealth reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Schulz Wealth sold 2,284 Okta shares in Q4 2025, an estimated $209K.
  • Schulz Wealth first reported a position in Okta in Q4 2023 and held it in 6 quarters.
  • Schulz Wealth's Okta position peaked at $240K in Q1 2025.
  • 736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.