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Wealthspire Advisors (New York)’s Okta OKTA Stock Holding History

Wealthspire Advisors (New York)’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
-333
Closed -$30.5K – 2286
2025
Q3 		$30.5K Buy
+333
New +$31.1K ﹤0.01% 1454

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Wealthspire Advisors (New York)'s OKTA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Okta (OKTA) in Q4 2025, closing a stake of 333 shares — an estimated $30.5K sold.

Wealthspire Advisors (New York) first reported a position in OKTA in Q3 2025 and held it in 1 quarter. The position peaked at $30.5K in Q3 2025. 738 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 333 Okta shares in Q4 2025, an estimated $30.5K.
  • Wealthspire Advisors (New York) first reported a position in Okta in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Okta position peaked at $30.5K in Q3 2025.
  • 738 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.