WSC
OKTA icon

Wellington Shields & Co’s Okta OKTA Stock Holding History

Wellington Shields & Co’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
-1,300
Closed -$137K – 325
2025
Q1 		$137K Buy
+1,300
New +$127K 0.04% 235
2023
Q4 		– Sell
-7,350
Closed -$599K – 303
2023
Q3 		$599K Buy
+7,350
New +$557K 0.15% 100

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 & Co's OKTA Position: Q2 2025 in Review

Wellington Shields & Co sold out of Okta (OKTA) in Q2 2025, closing a stake of 1,300 shares — an estimated $137K sold.

Wellington Shields & Co first reported a position in OKTA in Q3 2023 and held it in 2 quarters. The position peaked at $599K in Q3 2023. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Wellington Shields & Co reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 1,300 Okta shares in Q2 2025, an estimated $137K.
  • Wellington Shields & Co first reported a position in Okta in Q3 2023 and held it in 2 quarters.
  • Wellington Shields & Co's Okta position peaked at $599K in Q3 2023.
  • 748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

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