Affinity Wealth’s Oracle ORCL Stock Holding History

Affinity Wealth’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	–	Sell	-398	Closed	-$87K	–	80
2025 Q2	$87K	Hold	398	–	–	0.07%	14
2025 Q1	$55.6K	Hold	398	–	–	0.06%	13
2024 Q4	$66.3K	Buy	+398	New	+$70.7K	0.07%	12

Other funds holding ORCL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Affinity Wealth's ORCL Position: Q3 2025 in Review

Affinity Wealth sold out of Oracle (ORCL) in Q3 2025, closing a stake of 398 shares — an estimated $87K sold.

Affinity Wealth first reported a position in ORCL in Q4 2024 and held it in 3 quarters. The position peaked at $87K in Q2 2025. 3,830 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

Affinity Wealth reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
Affinity Wealth sold 398 Oracle shares in Q3 2025, an estimated $87K.
Affinity Wealth first reported a position in Oracle in Q4 2024 and held it in 3 quarters.
Affinity Wealth's Oracle position peaked at $87K in Q2 2025.
3,830 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Affinity Wealth's 13F filing for Q3 2025, filed 26 Aug 2026.