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Berry Wealth Group’s Oracle ORCL Stock Holding History

Berry Wealth Group’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
Q4 		– Sell
-1,199
Closed -$204K – 103
2024
Q3 		$204K Buy
+1,199
New +$174K 0.15% 93

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Berry Wealth Group's ORCL Position: Q4 2024 in Review

Berry Wealth Group sold out of Oracle (ORCL) in Q4 2024, closing a stake of 1,199 shares — an estimated $204K sold.

Berry Wealth Group first reported a position in ORCL in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Berry Wealth Group reported no remaining Oracle position as of Q4 2024 after selling out during the quarter.
  • Berry Wealth Group sold 1,199 Oracle shares in Q4 2024, an estimated $204K.
  • Berry Wealth Group first reported a position in Oracle in Q3 2024 and held it in 1 quarter.
  • Berry Wealth Group's Oracle position peaked at $204K in Q3 2024.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Berry Wealth Group's 13F filing for Q4 2024, filed 24 Jan 2025.