Trust Company of Vermont’s Okta OKTA Stock Holding History

Trust Company of Vermont’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	$3.11K	Hold	36	–	–	﹤0.01%	1001
2025 Q3	$3.3K	Hold	36	–	–	﹤0.01%	971
2025 Q2	$3.6K	Hold	36	–	–	﹤0.01%	963
2025 Q1	$3.79K	Sell	36 -101	-74%	-$9.87K	﹤0.01%	886
2024 Q4	$10.8K	Hold	137	–	–	﹤0.01%	765
2024 Q3	$10.2K	Buy	137 +37	+37%	+$3.23K	﹤0.01%	749
2024 Q2	$9.36K	Buy	+100	New	+$9.47K	﹤0.01%	699
2020 Q2	–	Sell	-8	Closed	-$1K	–	837
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	852
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	906
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	973
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	999
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	953
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	963
2018 Q3	$1K	Buy	+8	New	+$476	﹤0.01%	1032

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Trust Company of Vermont's OKTA Position: Q4 2025 in Review

Trust Company of Vermont held its Okta (OKTA) position steady in Q4 2025 at 36 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Trust Company of Vermont first reported a position in OKTA in Q3 2018 and has held it in 14 quarters since. The position peaked at $10.8K in Q4 2024. 738 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

Trust Company of Vermont held 36 shares of Okta worth $3.11K as of Q4 2025.
Trust Company of Vermont left its Okta share count unchanged in Q4 2025.
Okta made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #1001 holding.
Trust Company of Vermont first reported a position in Okta in Q3 2018 and has held it in 14 quarters since.
Trust Company of Vermont's Okta position peaked at $10.8K in Q4 2024.
738 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.