Balance Wealth’s Oracle ORCL Stock Holding History

Balance 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 Q4	–	Sell	-775	Closed	-$218K	–	149
2025 Q3	$218K	Sell	775 -177	-19%	-$45.1K	0.05%	128
2025 Q2	$208K	Buy	+952	New	+$154K	0.12%	100

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

Balance Wealth's ORCL Position: Q4 2025 in Review

Balance Wealth sold out of Oracle (ORCL) in Q4 2025, closing a stake of 775 shares — an estimated $218K sold.

Balance Wealth first reported a position in ORCL in Q2 2025 and held it in 2 quarters. The position peaked at $218K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Balance Wealth reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Balance Wealth sold 775 Oracle shares in Q4 2025, an estimated $218K.
Balance Wealth first reported a position in Oracle in Q2 2025 and held it in 2 quarters.
Balance Wealth's Oracle position peaked at $218K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Balance Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.