Western Pacific Wealth Management’s Okta OKTA Stock Holding History

Western Pacific Wealth 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	-200	Closed	-$21K	–	214
2025 Q1	$21K	Hold	200	–	–	0.02%	148
2024 Q4	$15.8K	Sell	200 -743	-79%	-$57.6K	0.01%	160
2024 Q3	$70.1K	Sell	943 -635	-40%	-$55.5K	0.05%	148
2024 Q2	$148K	Hold	1,578	–	–	0.11%	65
2024 Q1	$165K	Buy	1,578 +943	+149%	+$87K	0.12%	66
2023 Q4	$57.5K	Hold	635	–	–	0.04%	132
2023 Q3	$51.8K	Hold	635	–	–	0.04%	131
2023 Q2	$44K	Buy	+635	New	+$48.2K	0.03%	151
2022 Q1	–	Sell	-40	Closed	-$8K	–	235
2021 Q4	$8K	Buy	+40	New	+$9.53K	0.01%	173

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Western Pacific Wealth Management's OKTA Position: Q2 2025 in Review

Western Pacific Wealth Management sold out of Okta (OKTA) in Q2 2025, closing a stake of 200 shares — an estimated $21K sold.

Western Pacific Wealth Management first reported a position in OKTA in Q4 2021 and held it in 9 quarters. The position peaked at $165K in Q1 2024. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

Western Pacific Wealth Management reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
Western Pacific Wealth Management sold 200 Okta shares in Q2 2025, an estimated $21K.
Western Pacific Wealth Management first reported a position in Okta in Q4 2021 and held it in 9 quarters.
Western Pacific Wealth Management's Okta position peaked at $165K in Q1 2024.
750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Western Pacific Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.