Aire Advisors’s Oracle ORCL Stock Holding History

Aire Advisors’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
2026 Q1	$455K	Buy	3,095 +46	+2%	+$7.48K	0.08%	106
2025 Q4	$594K	Sell	3,049 -507	-14%	-$121K	0.11%	92
2025 Q3	$1M	Sell	3,556 -339	-9%	-$86.3K	0.18%	78
2025 Q2	$852K	Sell	3,895 -104	-3%	-$16.8K	0.16%	84
2025 Q1	$559K	Sell	3,999 -925	-19%	-$151K	0.12%	92
2024 Q4	$820K	Buy	4,924 +340	+7%	+$60.4K	0.17%	81
2024 Q3	$781K	Sell	4,584 -396	-8%	-$57.4K	0.17%	77
2024 Q2	$703K	Buy	4,980 +4	+0.1%	+$497	0.16%	80
2024 Q1	$625K	Buy	4,976 +25	+0.5%	+$2.86K	0.14%	85
2023 Q4	$522K	Buy	4,951 +32	+0.7%	+$3.49K	0.13%	87
2023 Q3	$521K	Buy	4,919 +674	+16%	+$78K	0.14%	82
2023 Q2	$506K	Sell	4,245 -442	-9%	-$45.7K	0.13%	83
2023 Q1	$436K	Sell	4,687 -625	-12%	-$54.8K	0.12%	89
2022 Q4	$434K	Sell	5,312 -853	-14%	-$64.8K	0.13%	86
2022 Q3	$377K	Sell	6,165 -1,115	-15%	-$81.6K	0.13%	88
2022 Q2	$510K	Buy	7,280 +330	+5%	+$24.2K	0.18%	74
2022 Q1	$575K	Buy	6,950 +1,896	+38%	+$154K	0.21%	68
2021 Q4	$441K	Buy	+5,054	New	+$475K	0.19%	63

Other funds holding ORCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

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

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