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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return