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Amplius Wealth Advisors’s Oracle ORCL Stock Holding History

Amplius Wealth 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
2025
Q3 		– Sell
-1,197
Closed -$262K – 199
2025
Q2 		$262K Buy
+1,197
New +$193K 0.02% 171
2022
Q1 		– Sell
-580
Closed -$50K – 680
2021
Q4 		$50K Buy
+580
New +$54.5K 0.01% 329

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amplius Wealth Advisors's ORCL Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of Oracle (ORCL) in Q3 2025, closing a stake of 1,197 shares — an estimated $262K sold.

Amplius Wealth Advisors first reported a position in ORCL in Q4 2021 and held it in 2 quarters. The position peaked at $262K in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Amplius Wealth Advisors reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,197 Oracle shares in Q3 2025, an estimated $262K.
  • Amplius Wealth Advisors first reported a position in Oracle in Q4 2021 and held it in 2 quarters.
  • Amplius Wealth Advisors's Oracle position peaked at $262K in Q2 2025.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.