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Abich Financial Wealth Management’s Oracle ORCL Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$435K Buy
+1,546
New +$394K 0.15% 44
2024
Q3 		$10.5K Sell
62
-523
-89% -$75.8K 0.02% 195
2024
Q2 		$82.5K Buy
585
+55
+10% +$6.83K 0.06% 111
2024
Q1 		$66.6K Buy
530
+81
+18% +$9.27K 0.05% 116
2023
Q4 		$47.3K Buy
+449
New +$49K 0.05% 117

Other funds holding ORCL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abich Financial Wealth Management's ORCL Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Oracle (ORCL) in Q3 2025: 1,546 shares worth $435K. The stake represents 0.15% of the portfolio and ranks #44 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in ORCL as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 5 quarters since. 3,821 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Abich Financial Wealth Management held 1,546 shares of Oracle worth $435K as of Q3 2025.
  • Oracle was a new Abich Financial Wealth Management position in Q3 2025.
  • Oracle made up 0.15% of Abich Financial Wealth Management's portfolio in Q3 2025, its #44 holding.
  • Abich Financial Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 5 quarters since.
  • 3,821 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.