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Austin Private Wealth’s Oracle ORCL Stock Holding History

Austin Private Wealth’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
Q4 		$1.8M Buy
9,253
+25
+0.3% +$5.95K 0.13% 77
2025
Q3 		$2.6M Sell
9,228
-400
-4% -$102K 0.2% 66
2025
Q2 		$2.11M Buy
9,628
+835
+9% +$135K 0.17% 71
2025
Q1 		$1.23M Sell
8,793
-1,122
-11% -$183K 0.11% 91
2024
Q4 		$1.65M Sell
9,915
-606
-6% -$108K 0.15% 58
2024
Q3 		$1.79M Sell
10,521
-127
-1% -$18.4K 0.17% 51
2024
Q2 		$1.5M Buy
10,648
+213
+2% +$26.5K 0.16% 53
2024
Q1 		$1.32M Sell
10,435
-2,910
-22% -$333K 0.15% 62
2023
Q4 		$1.41M Buy
13,345
+3,840
+40% +$419K 0.18% 52
2023
Q3 		$1.01M Buy
9,505
+63
+0.7% +$7.29K 0.15% 58
2023
Q2 		$1.12M Sell
9,442
-73
-0.8% -$7.55K 0.16% 49
2023
Q1 		$884K Buy
9,515
+383
+4% +$33.6K 0.14% 54
2022
Q4 		$746K Sell
9,132
-145
-2% -$11K 0.13% 65
2022
Q3 		$567K Buy
9,277
+2
+0% +$146 0.12% 63
2022
Q2 		$648K Buy
9,275
+1
+0% +$73 0.14% 58
2022
Q1 		$767K Hold
9,274
– – 0.15% 52
2021
Q4 		$809K Sell
9,274
-199
-2% -$18.7K 0.16% 51
2021
Q3 		$825K Sell
9,473
-4,000
-30% -$353K 0.17% 52
2021
Q2 		$1.05M Sell
13,473
-3,000
-18% -$235K 0.24% 42
2021
Q1 		$1.16M Hold
16,473
– – 0.3% 36
2020
Q4 		$1.07M Buy
16,473
+4,631
+39% +$276K 0.31% 34
2020
Q3 		$707K Buy
+11,842
New +$673K 0.26% 36

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Austin Private Wealth's ORCL Position: Q4 2025 in Review

Austin Private Wealth increased its Oracle (ORCL) stake by 0.27% in Q4 2025, buying an estimated $5.95K and bringing the position to 9,253 shares worth $1.8M. The position accounts for 0.13% of the portfolio, ranked #77.

Austin Private Wealth first reported a position in ORCL in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.6M in Q3 2025. 3,759 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Austin Private Wealth held 9,253 shares of Oracle worth $1.8M as of Q4 2025.
  • Austin Private Wealth bought 25 Oracle shares in Q4 2025, an estimated $5.95K.
  • Oracle made up 0.13% of Austin Private Wealth's portfolio in Q4 2025, its #77 holding.
  • Austin Private Wealth first reported a position in Oracle in Q3 2020 and has held it in 22 quarters since.
  • Austin Private Wealth's Oracle position peaked at $2.6M in Q3 2025.
  • 3,759 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.