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Aveo Capital Partners’s Oracle ORCL Stock Holding History

Aveo Capital Partners’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 		– Sell
-3,318
Closed -$496K – 104
2025
Q1 		$496K Buy
3,318
+1,061
+47% +$173K 0.08% 113
2024
Q4 		$376K Sell
2,257
-106
-4% -$18.8K 0.04% 250
2024
Q3 		$403K Buy
2,363
+505
+27% +$73.1K 0.04% 229
2024
Q2 		$262K Sell
1,858
-688
-27% -$85.4K 0.03% 273
2024
Q1 		$295K Sell
2,546
-209
-8% -$23.9K 0.03% 296
2023
Q4 		$290K Buy
+2,755
New +$301K 0.04% 273
2017
Q2 		– Sell
-6,724
Closed -$300K – 139
2017
Q1 		$300K Sell
6,724
-2,198
-25% -$91.5K 0.11% 84
2016
Q4 		$343K Buy
+8,922
New +$349K 0.1% 129

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Aveo Capital Partners's ORCL Position: Q2 2025 in Review

Aveo Capital Partners sold out of Oracle (ORCL) in Q2 2025, closing a stake of 3,318 shares — an estimated $496K sold.

Aveo Capital Partners first reported a position in ORCL in Q4 2016 and held it in 8 quarters. The position peaked at $496K in Q1 2025. 3,617 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Aveo Capital Partners reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 3,318 Oracle shares in Q2 2025, an estimated $496K.
  • Aveo Capital Partners first reported a position in Oracle in Q4 2016 and held it in 8 quarters.
  • Aveo Capital Partners's Oracle position peaked at $496K in Q1 2025.
  • 3,617 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.