WTA
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Washington Trust Advisors’s Okta OKTA Stock Holding History

Washington Trust Advisors’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
2026
Q1 		$9.45K Sell
120
-158
-57% -$13.1K ﹤0.01% 497
2025
Q4 		$24K Buy
278
+123
+79% +$10.7K ﹤0.01% 417
2025
Q3 		$14.2K Hold
155
– – ﹤0.01% 479
2025
Q2 		$15.5K Sell
155
-19
-11% -$2.03K ﹤0.01% 423
2025
Q1 		$18.3K Buy
174
+33
+23% +$3.22K ﹤0.01% 403
2024
Q4 		$11.1K Buy
+141
New +$10.9K ﹤0.01% 465

Other funds holding OKTA

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return