AGC
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Aspen Grove Capital’s Oracle ORCL Stock Holding History

Aspen Grove Capital’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 		$310K Buy
2,110
+1
+0% +$163 0.06% 136
2025
Q4 		$411K Buy
2,109
+13
+0.6% +$3.1K 0.07% 109
2025
Q3 		$589K Sell
2,096
-818
-28% -$208K 0.1% 90
2025
Q2 		$637K Buy
2,914
+754
+35% +$122K 0.11% 90
2025
Q1 		$302K Sell
2,160
-77
-3% -$12.5K 0.06% 159
2024
Q4 		$373K Sell
2,237
-107
-5% -$19K 0.08% 126
2024
Q3 		$399K Sell
2,344
-258
-10% -$37.4K 0.09% 122
2024
Q2 		$367K Sell
2,602
-116
-4% -$14.4K 0.09% 128
2024
Q1 		$341K Sell
2,718
-67
-2% -$7.67K 0.1% 127
2023
Q4 		$285K Buy
2,785
+47
+2% +$5.13K 0.09% 129
2023
Q3 		$290K Sell
2,738
-1,251
-31% -$145K 0.11% 123
2023
Q2 		$475K Buy
3,989
+553
+16% +$57.2K 0.15% 116
2023
Q1 		$319K Buy
3,436
+664
+24% +$58.2K 0.14% 109
2022
Q4 		$227K Buy
+2,772
New +$211K 0.1% 135

Other funds holding ORCL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return