Avondale Wealth Management’s Oracle ORCL Stock Holding History

Avondale 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
2025 Q4	–	Sell	-840	Closed	-$236K	–	61
2025 Q3	$236K	Hold	840	–	–	0.13%	54
2025 Q2	$184K	Hold	840	–	–	0.1%	57
2025 Q1	$117K	Buy	840 +540	+180%	+$87.9K	0.07%	59
2024 Q4	$50K	Hold	300	–	–	0.03%	87
2024 Q3	$51.1K	Buy	+300	New	+$43.5K	0.03%	88
2019 Q2	–	Sell	-300	Closed	-$16K	–	116
2019 Q1	$16K	Hold	300	–	–	0.01%	85
2018 Q4	$14K	Hold	300	–	–	0.01%	85
2018 Q3	$15K	Hold	300	–	–	0.01%	79
2018 Q2	$13K	Hold	300	–	–	0.01%	81
2018 Q1	$13K	Hold	300	–	–	0.01%	83
2017 Q4	$14K	Buy	+300	New	+$14.7K	0.01%	84

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Avondale Wealth Management's ORCL Position: Q4 2025 in Review

Avondale Wealth Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 840 shares — an estimated $236K sold.

Avondale Wealth Management first reported a position in ORCL in Q4 2017 and held it in 11 quarters. The position peaked at $236K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Avondale Wealth Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Avondale Wealth Management sold 840 Oracle shares in Q4 2025, an estimated $236K.
Avondale Wealth Management first reported a position in Oracle in Q4 2017 and held it in 11 quarters.
Avondale Wealth Management's Oracle position peaked at $236K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Avondale Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.