3Chopt Investment Partners’s Oracle ORCL Stock Holding History

3Chopt Investment Partners’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,061	Closed	-$1.96M	–	253
2025 Q4	$1.96M	Buy	10,061 +288	+3%	+$68.6K	0.44%	56
2025 Q3	$2.75M	Sell	9,773 -108	-1%	-$27.5K	0.63%	36
2025 Q2	$2.16M	Sell	9,881 -472	-5%	-$76.2K	0.52%	49
2025 Q1	$1.45M	Buy	10,353 +157	+2%	+$25.6K	0.38%	66
2024 Q4	$1.7M	Buy	10,196 +94	+0.9%	+$16.7K	0.58%	49
2024 Q3	$1.72M	Buy	10,102 +45	+0.4%	+$6.52K	0.62%	46
2024 Q2	$1.42M	Buy	+10,057	New	+$1.25M	0.43%	53
2024 Q1	–	Sell	-9,533	Closed	-$1.01M	–	135
2023 Q4	$1.01M	Buy	+9,533	New	+$1.04M	0.37%	69
2023 Q3	–	Sell	-8,789	Closed	-$1.05M	–	112
2023 Q2	$1.05M	Sell	8,789 -100	-1%	-$10.3K	0.52%	54
2023 Q1	$826K	Hold	8,889	–	–	0.44%	65
2022 Q4	$727K	Buy	+8,889	New	+$676K	0.4%	63

Other funds holding ORCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return