Allegheny Financial Group’s Oracle ORCL Stock Holding History

Allegheny Financial Group’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	$758K	Buy	5,149 +40	+0.8%	+$6.5K	0.1%	122
2025 Q4	$996K	Buy	5,109 +241	+5%	+$57.4K	0.15%	100
2025 Q3	$1.37M	Buy	4,868 +136	+3%	+$34.6K	0.26%	72
2025 Q2	$1.03M	Buy	4,732 +34	+0.7%	+$5.49K	0.23%	84
2025 Q1	$657K	Buy	4,698 +268	+6%	+$43.6K	0.17%	110
2024 Q4	$738K	Sell	4,430 -343	-7%	-$60.9K	0.19%	100
2024 Q3	$813K	Buy	4,773 +37	+0.8%	+$5.36K	0.2%	100
2024 Q2	$669K	Buy	4,736 +9	+0.2%	+$1.12K	0.19%	104
2024 Q1	$594K	Sell	4,727 -331	-7%	-$37.9K	0.18%	104
2023 Q4	$533K	Sell	5,058 -271	-5%	-$29.6K	0.17%	108
2023 Q3	$564K	Buy	5,329 +650	+14%	+$75.2K	0.21%	91
2023 Q2	$557K	Buy	4,679 +181	+4%	+$18.7K	0.26%	75
2023 Q1	$418K	Buy	4,498 +11	+0.2%	+$965	0.17%	113
2022 Q4	$367K	Buy	+4,487	New	+$341K	0.15%	113
2022 Q3	–	Sell	-3,056	Closed	-$214K	–	173
2022 Q2	$214K	Sell	3,056 -298	-9%	-$21.8K	0.1%	145
2022 Q1	$277K	Buy	3,354 +310	+10%	+$25.1K	0.12%	124
2021 Q4	$265K	Buy	3,044 +5	+0.2%	+$469	0.11%	128
2021 Q3	$265K	Sell	3,039 -20	-0.7%	-$1.77K	0.12%	115
2021 Q2	$238K	Buy	+3,059	New	+$239K	0.11%	126

Other funds holding ORCL

BlackRock New York $5.72T 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 $1.56T 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