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Accredited Wealth Management’s Oracle ORCL Stock Holding History

Accredited 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 		$1.21M Sell
435
-4,083
-90% -$1.04M 0.9% 23
2025
Q2 		$988K Sell
4,518
-47
-1% -$7.59K 0.8% 28
2025
Q1 		$638K Buy
4,565
+47
+1% +$7.65K 0.54% 30
2024
Q4 		$753K Buy
+4,518
New +$803K 0.66% 32

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

Accredited Wealth Management's ORCL Position: Q3 2025 in Review

Accredited Wealth Management reduced its Oracle (ORCL) stake by 90% in Q3 2025, selling an estimated $1.04M and leaving 435 shares worth $1.21M. The position accounts for 0.9% of the portfolio, ranked #23.

Accredited Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 4 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Accredited Wealth Management held 435 shares of Oracle worth $1.21M as of Q3 2025.
  • Accredited Wealth Management sold 4,083 Oracle shares in Q3 2025, an estimated $1.04M.
  • Oracle made up 0.9% of Accredited Wealth Management's portfolio in Q3 2025, its #23 holding.
  • Accredited Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 4 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.