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Van Hulzen Asset Management’s Okta OKTA Stock Holding History

Van Hulzen Asset 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
Q4 		– Sell
-2,614
Closed -$240K – 354
2025
Q3 		$240K Buy
+2,614
New +$244K 0.02% 297
2025
Q1 		– Sell
-64
Closed -$5.04K – 847
2024
Q4 		$5.04K Buy
+64
New +$4.96K ﹤0.01% 847
2022
Q1 		– Sell
-1,990
Closed -$446K – 325
2021
Q4 		$446K Buy
+1,990
New +$474K 0.05% 190

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Van Hulzen Asset Management's OKTA Position: Q4 2025 in Review

Van Hulzen Asset Management sold out of Okta (OKTA) in Q4 2025, closing a stake of 2,614 shares — an estimated $240K sold.

Van Hulzen Asset Management first reported a position in OKTA in Q4 2021 and held it in 3 quarters. The position peaked at $446K in Q4 2021. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Van Hulzen Asset Management reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 2,614 Okta shares in Q4 2025, an estimated $240K.
  • Van Hulzen Asset Management first reported a position in Okta in Q4 2021 and held it in 3 quarters.
  • Van Hulzen Asset Management's Okta position peaked at $446K in Q4 2021.
  • 736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Van Hulzen Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.