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Wiser Advisor Group’s Okta OKTA Stock Holding History

Wiser Advisor Group’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
-4
Closed -$421 – 186
2025
Q1 		$421 Sell
4
-4
-50% -$391 ﹤0.01% 264
2024
Q4 		$630 Sell
8
-14
-64% -$1.08K ﹤0.01% 256
2024
Q3 		$1.64K Sell
22
-2
-8% -$175 ﹤0.01% 244
2024
Q2 		$2.25K Hold
24
– – ﹤0.01% 253
2024
Q1 		$2.51K Hold
24
– – ﹤0.01% 256
2023
Q4 		$2.17K Buy
+24
New +$1.83K ﹤0.01% 262

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wiser Advisor Group's OKTA Position: Q2 2025 in Review

Wiser Advisor Group sold out of Okta (OKTA) in Q2 2025, closing a stake of 4 shares — an estimated $421 sold.

Wiser Advisor Group first reported a position in OKTA in Q4 2023 and held it in 6 quarters. The position peaked at $2.51K in Q1 2024. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Wiser Advisor Group reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 4 Okta shares in Q2 2025, an estimated $421.
  • Wiser Advisor Group first reported a position in Okta in Q4 2023 and held it in 6 quarters.
  • Wiser Advisor Group's Okta position peaked at $2.51K in Q1 2024.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Wiser Advisor Group's 13F filing for Q2 2025, filed 8 Aug 2025.