Whittier Trust’s Okta OKTA Stock Holding History

Whittier Trust’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	–	Sell	-70	Closed	-$6.33K	–	1409
2025 Q4	$6.33K	Hold	70	–	–	﹤0.01%	1204
2025 Q3	$6.53K	Sell	70 -45	-39%	-$4.2K	﹤0.01%	1190
2025 Q2	$11.5K	Hold	115	–	–	﹤0.01%	1215
2025 Q1	$12.1K	Hold	115	–	–	﹤0.01%	1195
2024 Q4	$9.06K	Buy	115 +10	+10%	+$775	﹤0.01%	1263
2024 Q3	$7.8K	Buy	+105	New	+$9.18K	﹤0.01%	1306
2023 Q4	–	Sell	-4	Closed	-$326	–	1627
2023 Q3	$326	Buy	+4	New	+$303	﹤0.01%	1601
2022 Q4	–	Sell	-75	Closed	-$4K	–	1689
2022 Q3	$4K	Hold	75	–	–	﹤0.01%	1490
2022 Q2	$7K	Sell	75 -309	-80%	-$33.4K	﹤0.01%	1381
2022 Q1	$58K	Buy	384 +309	+412%	+$55.4K	﹤0.01%	939
2021 Q4	$17K	Hold	75	–	–	﹤0.01%	1225
2021 Q3	$18K	Hold	75	–	–	﹤0.01%	1154
2021 Q2	$18K	Hold	75	–	–	﹤0.01%	1174
2021 Q1	$17K	Hold	75	–	–	﹤0.01%	1165
2020 Q4	$19K	Hold	75	–	–	﹤0.01%	1058
2020 Q3	$16K	Buy	75 +20	+36%	+$4.17K	﹤0.01%	1055
2020 Q2	$11K	Hold	55	–	–	﹤0.01%	1057
2020 Q1	$7K	Buy	55 +21	+62%	+$2.63K	﹤0.01%	1163
2019 Q4	$4K	Sell	34 -34	-50%	-$3.91K	﹤0.01%	1277
2019 Q3	$7K	Buy	+68	New	+$8.49K	﹤0.01%	1196

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whittier Trust's OKTA Position: Q1 2026 in Review

Whittier Trust sold out of Okta (OKTA) in Q1 2026, closing a stake of 70 shares — an estimated $6.33K sold.

Whittier Trust first reported a position in OKTA in Q3 2019 and held it in 20 quarters. The position peaked at $58K in Q1 2022. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Whittier Trust reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 70 Okta shares in Q1 2026, an estimated $6.33K.
Whittier Trust first reported a position in Okta in Q3 2019 and held it in 20 quarters.
Whittier Trust's Okta position peaked at $58K in Q1 2022.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.