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Adero Partners’s Oracle ORCL Stock Holding History

Adero 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
2025
Q1 		$258K Sell
1,843
-98
-5% -$16K 0.02% 203
2024
Q4 		$323K Buy
1,941
+319
+20% +$56.7K 0.02% 166
2024
Q3 		$276K Buy
1,622
+146
+10% +$21.1K 0.02% 179
2024
Q2 		$208K Buy
+1,476
New +$183K 0.02% 195
2020
Q1 		– Sell
-8,799
Closed -$466K – 80
2019
Q4 		$466K Buy
+8,799
New +$484K 0.52% 44

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Adero Partners's ORCL Position: Q1 2025 in Review

Adero Partners reduced its Oracle (ORCL) stake by 5% in Q1 2025, selling an estimated $16K and leaving 1,843 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #203.

Adero Partners first reported a position in ORCL in Q4 2019 and has held it in 5 quarters since. The position peaked at $466K in Q4 2019. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Adero Partners held 1,843 shares of Oracle worth $258K as of Q1 2025.
  • Adero Partners sold 98 Oracle shares in Q1 2025, an estimated $16K.
  • Oracle made up 0.02% of Adero Partners's portfolio in Q1 2025, its #203 holding.
  • Adero Partners first reported a position in Oracle in Q4 2019 and has held it in 5 quarters since.
  • Adero Partners's Oracle position peaked at $466K in Q4 2019.
  • 3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.