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Trivant Custom Portfolio Group’s Okta OKTA Stock Holding History

Trivant Custom Portfolio Group’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
-100
Closed -$10.5K – 170
2025
Q1 		$10.5K Hold
100
– – 0.01% 151
2024
Q4 		$7.88K Hold
100
– – ﹤0.01% 162
2024
Q3 		$7.43K Hold
100
– – ﹤0.01% 145
2024
Q2 		$9.36K Hold
100
– – 0.01% 155
2024
Q1 		$10.5K Hold
100
– – 0.01% 157
2023
Q4 		$9.05K Hold
100
– – 0.01% 178
2023
Q3 		$8.15K Hold
100
– – 0.01% 173
2023
Q2 		$6.93K Hold
100
– – ﹤0.01% 181
2023
Q1 		$8.62K Buy
+100
New +$7.61K 0.01% 181

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

Trivant Custom Portfolio Group's OKTA Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Okta (OKTA) in Q2 2025, closing a stake of 100 shares — an estimated $10.5K sold.

Trivant Custom Portfolio Group first reported a position in OKTA in Q1 2023 and held it in 9 quarters. The position peaked at $10.5K in Q1 2025. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 100 Okta shares in Q2 2025, an estimated $10.5K.
  • Trivant Custom Portfolio Group first reported a position in Okta in Q1 2023 and held it in 9 quarters.
  • Trivant Custom Portfolio Group's Okta position peaked at $10.5K in Q1 2025.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.