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Total Wealth Planning & Management’s Okta OKTA Stock Holding History

Total Wealth Planning & 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
-2,099
Closed -$221K – 236
2025
Q1 		$221K Buy
+2,099
New +$205K 0.21% 165

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

Total Wealth Planning & Management's OKTA Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of Okta (OKTA) in Q2 2025, closing a stake of 2,099 shares — an estimated $221K sold.

Total Wealth Planning & Management first reported a position in OKTA in Q1 2025 and held it in 1 quarter. The position peaked at $221K in Q1 2025. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Total Wealth Planning & Management reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 2,099 Okta shares in Q2 2025, an estimated $221K.
  • Total Wealth Planning & Management first reported a position in Okta in Q1 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Okta position peaked at $221K in Q1 2025.
  • 748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.