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Wellington Shields Capital Management’s Okta OKTA Stock Holding History

Wellington Shields Capital 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
Q2 		– Sell
-1,000
Closed -$105K – 335
2025
Q1 		$105K Buy
+1,000
New +$97.7K 0.02% 255
2023
Q4 		– Sell
-4,000
Closed -$326K – 312
2023
Q3 		$326K Buy
+4,000
New +$303K 0.04% 186

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wellington Shields Capital Management's OKTA Position: Q2 2025 in Review

Wellington Shields Capital Management sold out of Okta (OKTA) in Q2 2025, closing a stake of 1,000 shares — an estimated $105K sold.

Wellington Shields Capital Management first reported a position in OKTA in Q3 2023 and held it in 2 quarters. The position peaked at $326K in Q3 2023. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Wellington Shields Capital Management reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 1,000 Okta shares in Q2 2025, an estimated $105K.
  • Wellington Shields Capital Management first reported a position in Okta in Q3 2023 and held it in 2 quarters.
  • Wellington Shields Capital Management's Okta position peaked at $326K in Q3 2023.
  • 748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Wellington Shields Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.