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ORCL icon

Apexium Financial’s Oracle ORCL Stock Holding History

Apexium Financial’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 		$3.04M Buy
10,823
+194
+2% +$49.4K 0.15% 72
2025
Q2 		$2.32M Sell
10,629
-28
-0.3% -$4.52K 0.12% 82
2025
Q1 		$1.49M Buy
10,657
+832
+8% +$135K 0.09% 98
2024
Q4 		$1.64M Buy
9,825
+742
+8% +$132K 0.1% 83
2024
Q3 		$1.55M Buy
9,083
+4,781
+111% +$693K 0.1% 74
2024
Q2 		$607K Buy
4,302
+52
+1% +$6.46K 0.04% 123
2024
Q1 		$534K Sell
4,250
-20,657
-83% -$2.36M 0.04% 135
2023
Q4 		$2.63M Buy
24,907
+20,529
+469% +$2.24M 0.19% 61
2023
Q3 		$464K Sell
4,378
-148
-3% -$17.1K 0.05% 135
2023
Q2 		$539K Buy
4,526
+11
+0.2% +$1.14K 0.05% 131
2023
Q1 		$419K Sell
4,515
-30
-0.7% -$2.63K 0.04% 144
2022
Q4 		$372K Sell
4,545
-206
-4% -$15.7K 0.04% 149
2022
Q3 		$290K Buy
4,751
+1,033
+28% +$75.6K 0.04% 154
2022
Q2 		$260K Sell
3,718
-120
-3% -$8.78K 0.15% 80
2022
Q1 		$329K Buy
3,838
+122
+3% +$9.88K 0.17% 69
2021
Q4 		$324K Sell
3,716
-638
-15% -$59.9K 0.17% 71
2021
Q3 		$379K Sell
4,354
-106
-2% -$9.36K 0.22% 58
2021
Q2 		$331K Buy
4,460
+1
+0% +$78 0.21% 57
2021
Q1 		$313K Buy
4,459
+1
+0% +$65 0.23% 59
2020
Q4 		$288K Buy
4,458
+1
+0% +$60 0.23% 57
2020
Q3 		$266K Buy
+4,457
New +$253K 0.22% 56

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

Apexium Financial's ORCL Position: Q3 2025 in Review

Apexium Financial increased its Oracle (ORCL) stake by 1.8% in Q3 2025, buying an estimated $49.4K and bringing the position to 10,823 shares worth $3.04M. The position accounts for 0.15% of the portfolio, ranked #72.

Apexium Financial first reported a position in ORCL in Q3 2020 and has held it in 21 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Apexium Financial held 10,823 shares of Oracle worth $3.04M as of Q3 2025.
  • Apexium Financial bought 194 Oracle shares in Q3 2025, an estimated $49.4K.
  • Oracle made up 0.15% of Apexium Financial's portfolio in Q3 2025, its #72 holding.
  • Apexium Financial first reported a position in Oracle in Q3 2020 and has held it in 21 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.