Axiom Advisory’s Oracle ORCL Stock Holding History

Axiom Advisory’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 Q3	$3.07M	Buy	21,184 +331	+2%	+$47.9K	0.03%	84
2024 Q2	$2.59M	Buy	+20,853	New	+$2.59M	0.03%	89

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Axiom Advisory's ORCL Position: Q3 2024 in Review

Axiom Advisory increased its Oracle (ORCL) stake by 1.6% in Q3 2024, buying an estimated $47.9K and bringing the position to 21,184 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #84.

Axiom Advisory first reported a position in ORCL in Q2 2024 and has held it in 2 quarters since. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

Axiom Advisory held 21,184 shares of Oracle worth $3.07M as of Q3 2024.
Axiom Advisory bought 331 Oracle shares in Q3 2024, an estimated $47.9K.
Oracle made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #84 holding.
Axiom Advisory first reported a position in Oracle in Q2 2024 and has held it in 2 quarters since.
3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.