Balboa Wealth Partners’s Oracle ORCL Stock Holding History

Balboa Wealth Partners’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	$1.57M	Sell	10,665 -697	-6%	-$113K	0.26%	66
2025 Q4	$2.21M	Sell	11,362 -1,147	-9%	-$273K	0.37%	50
2025 Q3	$3.52M	Buy	12,509 +4,873	+64%	+$1.24M	0.61%	31
2025 Q2	$1.67M	Buy	7,636 +1,035	+16%	+$167K	0.33%	58
2025 Q1	$923K	Sell	6,601 -14	-0.2%	-$2.28K	0.22%	82
2024 Q4	$1.1M	Buy	6,615 +1,076	+19%	+$191K	0.25%	71
2024 Q3	$944K	Buy	5,539 +1,117	+25%	+$162K	0.24%	83
2024 Q2	$624K	Buy	4,422 +2,149	+95%	+$267K	0.16%	110
2024 Q1	$286K	Buy	+2,273	New	+$260K	0.08%	171
2023 Q3	–	Sell	-2,064	Closed	-$246K	–	312
2023 Q2	$246K	Buy	+2,064	New	+$213K	0.09%	192

Other funds holding ORCL

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Capital Research Global Investors

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

JP Morgan Chase

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

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