American Money Management’s Oracle ORCL Stock Holding History

American Money Management’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	$326K	Sell	2,218 -551	-20%	-$89.6K	0.05%	130
2025 Q4	$540K	Sell	2,769 -433	-14%	-$103K	0.08%	98
2025 Q3	$901K	Sell	3,202 -34	-1%	-$8.66K	0.15%	69
2025 Q2	$708K	Buy	3,236 +292	+10%	+$47.2K	0.13%	79
2025 Q1	$412K	Buy	2,944 +249	+9%	+$40.5K	0.08%	98
2024 Q4	$449K	Buy	+2,695	New	+$479K	0.09%	97
2015 Q3	–	Sell	-6,930	Closed	-$279K	–	79
2015 Q2	$279K	Hold	6,930	–	–	0.24%	68
2015 Q1	$299K	Hold	6,930	–	–	0.26%	65
2014 Q4	$312K	Sell	6,930 -770	-10%	-$31.3K	0.27%	66
2014 Q3	$295K	Hold	7,700	–	–	0.25%	72
2014 Q2	$312K	Buy	7,700 +100	+1%	+$4.12K	0.26%	73
2014 Q1	$311K	Sell	7,600 -100	-1%	-$3.81K	0.26%	65
2013 Q4	$295K	Buy	+7,700	New	+$265K	0.25%	67

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