Advisor Resource Council’s Oracle ORCL Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-2,405	Closed	-$328K	–	454
2025 Q1	$328K	Buy	+2,405	New	+$392K	0.03%	447
2023 Q1	–	Sell	-10,600	Closed	-$866K	–	275
2022 Q4	$866K	Buy	10,600 +1,300	+14%	+$98.8K	0.42%	50
2022 Q3	$568K	Sell	9,300 -1,939	-17%	-$142K	0.38%	72
2022 Q2	$785K	Buy	+11,239	New	+$823K	0.07%	224

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Advisor Resource Council's ORCL Position: Q2 2025 in Review

Advisor Resource Council sold out of Oracle (ORCL) in Q2 2025, closing a stake of 2,405 shares — an estimated $328K sold.

Advisor Resource Council first reported a position in ORCL in Q2 2022 and held it in 4 quarters. The position peaked at $866K in Q4 2022. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Advisor Resource Council reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 2,405 Oracle shares in Q2 2025, an estimated $328K.
Advisor Resource Council first reported a position in Oracle in Q2 2022 and held it in 4 quarters.
Advisor Resource Council's Oracle position peaked at $866K in Q4 2022.
3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.