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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
-2,000
Closed -$200K – 172
2025
Q2 		$200K Buy
+2,000
New +$214K 0.1% 124

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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. 750 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.
  • 750 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.