Axxcess Wealth Management’s Oracle ORCL Stock Holding History

Axxcess 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
2026 Q1	–	Hold	0	–	-$14M	–	795
2025 Q4	–	Hold	0	–	–	–	79

Other funds holding ORCL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

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

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

Axxcess Wealth Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 69,222 shares — an estimated $16.5M sold.

Axxcess Wealth Management first reported a position in ORCL in Q4 2021 and held it in 16 quarters. The position peaked at $19.5M in Q3 2025. 3,758 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Axxcess Wealth Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Axxcess Wealth Management sold 69,222 Oracle shares in Q4 2025, an estimated $16.5M.
Axxcess Wealth Management first reported a position in Oracle in Q4 2021 and held it in 16 quarters.
Axxcess Wealth Management's Oracle position peaked at $19.5M in Q3 2025.
3,758 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.