Atria Wealth Solutions’s Oracle ORCL Stock Holding History

Atria Wealth Solutions’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 Q2	$4.28M	Sell	19,296 -52,584	-73%	-$8.49M	0.1%	242
2025 Q1	$10M	Sell	71,880 -2,263	-3%	-$368K	0.12%	180
2024 Q4	$12.4M	Sell	74,143 -1,997	-3%	-$355K	0.14%	160
2024 Q3	$13M	Sell	76,140 -2,368	-3%	-$343K	0.14%	158
2024 Q2	$11.1M	Sell	78,508 -7,102	-8%	-$882K	0.12%	173
2024 Q1	$10.8M	Buy	85,610 +13,044	+18%	+$1.49M	0.12%	181
2023 Q4	$7.65M	Buy	72,566 +2,815	+4%	+$307K	0.1%	215
2023 Q3	$7.39M	Buy	69,751 +12,751	+22%	+$1.48M	0.1%	203
2023 Q2	$6.79M	Buy	57,000 +5,404	+10%	+$559K	0.09%	216
2023 Q1	$4.79M	Sell	51,596 -5,088	-9%	-$446K	0.07%	276
2022 Q4	$4.63M	Sell	56,684 -363	-0.6%	-$27.6K	0.07%	268
2022 Q3	$3.48M	Buy	57,047 +4,122	+8%	+$302K	0.06%	313
2022 Q2	$3.7M	Buy	52,925 +16,522	+45%	+$1.21M	0.07%	292
2022 Q1	$3.01M	Buy	+36,403	New	+$2.95M	0.05%	372

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's ORCL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Oracle (ORCL) stake by 73% in Q2 2025, selling an estimated $8.49M and leaving 19,296 shares worth $4.28M. The position accounts for 0.1% of the portfolio, ranked #242.

Atria Wealth Solutions first reported a position in ORCL in Q1 2022 and has held it in 14 quarters since. The position peaked at $13M in Q3 2024. 3,627 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Atria Wealth Solutions held 19,296 shares of Oracle worth $4.28M as of Q2 2025.
Atria Wealth Solutions sold 52,584 Oracle shares in Q2 2025, an estimated $8.49M.
Oracle made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #242 holding.
Atria Wealth Solutions first reported a position in Oracle in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Oracle position peaked at $13M in Q3 2024.
3,627 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.