Axim Planning & Wealth’s Oracle ORCL Stock Holding History

Axim Planning & 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 Q3	–	Sell	-971	Closed	-$212K	–	104
2025 Q2	$212K	Buy	+971	New	+$157K	0.19%	59

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Axim Planning & Wealth's ORCL Position: Q3 2025 in Review

Axim Planning & Wealth sold out of Oracle (ORCL) in Q3 2025, closing a stake of 971 shares — an estimated $212K sold.

Axim Planning & Wealth first reported a position in ORCL in Q2 2025 and held it in 1 quarter. The position peaked at $212K in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

Axim Planning & Wealth reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
Axim Planning & Wealth sold 971 Oracle shares in Q3 2025, an estimated $212K.
Axim Planning & Wealth first reported a position in Oracle in Q2 2025 and held it in 1 quarter.
Axim Planning & Wealth's Oracle position peaked at $212K in Q2 2025.
3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.