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Avitas Wealth Management’s Oracle ORCL Stock Holding History

Avitas Wealth Management’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
2024
Q4 		$2.73M Buy
16,401
+87
+0.5% +$15.5K 0.38% 69
2024
Q3 		$2.78M Buy
16,314
+216
+1% +$31.3K 0.39% 65
2024
Q2 		$2.27M Buy
16,098
+19
+0.1% +$2.36K 0.33% 78
2024
Q1 		$2.02M Sell
16,079
-3,016
-16% -$345K 0.31% 89
2023
Q4 		$2.01M Buy
19,095
+539
+3% +$58.8K 0.34% 85
2023
Q3 		$1.97M Buy
18,556
+3,297
+22% +$382K 0.37% 77
2023
Q2 		$1.82M Buy
15,259
+3,456
+29% +$357K 0.33% 89
2023
Q1 		$1.1M Buy
+11,803
New +$1.04M 0.21% 122
2022
Q2 		– Sell
-4,530
Closed -$375K – 218
2022
Q1 		$375K Buy
+4,530
New +$367K 0.07% 169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Avitas Wealth Management's ORCL Position: Q4 2024 in Review

Avitas Wealth Management increased its Oracle (ORCL) stake by 0.53% in Q4 2024, buying an estimated $15.5K and bringing the position to 16,401 shares worth $2.73M. The position accounts for 0.38% of the portfolio, ranked #69.

Avitas Wealth Management first reported a position in ORCL in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.78M in Q3 2024. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Avitas Wealth Management held 16,401 shares of Oracle worth $2.73M as of Q4 2024.
  • Avitas Wealth Management bought 87 Oracle shares in Q4 2024, an estimated $15.5K.
  • Oracle made up 0.38% of Avitas Wealth Management's portfolio in Q4 2024, its #69 holding.
  • Avitas Wealth Management first reported a position in Oracle in Q1 2022 and has held it in 9 quarters since.
  • Avitas Wealth Management's Oracle position peaked at $2.78M in Q3 2024.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.