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Shelton Wealth Management’s Okta OKTA Stock Holding History

Shelton 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
Q3 		– Sell
-96
Closed -$9.6K – 173
2025
Q2 		$9.6K Buy
+96
New +$10.3K ﹤0.01% 142
2024
Q4 		– Sell
-12,109
Closed -$900K – 161
2024
Q3 		$900K Buy
12,109
+1,187
+11% +$104K 0.49% 71
2024
Q2 		$1.02M Buy
+10,922
New +$1.03M 0.58% 48

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Shelton Wealth Management's OKTA Position: Q3 2025 in Review

Shelton Wealth Management sold out of Okta (OKTA) in Q3 2025, closing a stake of 96 shares — an estimated $9.6K sold.

Shelton Wealth Management first reported a position in OKTA in Q2 2024 and held it in 3 quarters. The position peaked at $1.02M in Q2 2024. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Shelton Wealth Management reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 96 Okta shares in Q3 2025, an estimated $9.6K.
  • Shelton Wealth Management first reported a position in Okta in Q2 2024 and held it in 3 quarters.
  • Shelton Wealth Management's Okta position peaked at $1.02M in Q2 2024.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Shelton Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.