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BKM Wealth Management’s Oracle ORCL Stock Holding History

BKM 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
2025
Q4 		– Sell
-832
Closed -$234K – 154
2025
Q3 		$234K Buy
+832
New +$212K 0.09% 144
2024
Q2 		– Sell
-808
Closed -$101K – 184
2024
Q1 		$101K Hold
808
– – 0.04% 180
2023
Q4 		$85.2K Buy
+808
New +$88.2K 0.04% 215

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BKM Wealth Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 832 shares — an estimated $234K sold.

BKM Wealth Management first reported a position in ORCL in Q4 2023 and held it in 3 quarters. The position peaked at $234K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • BKM Wealth Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • BKM Wealth Management sold 832 Oracle shares in Q4 2025, an estimated $234K.
  • BKM Wealth Management first reported a position in Oracle in Q4 2023 and held it in 3 quarters.
  • BKM Wealth Management's Oracle position peaked at $234K in Q3 2025.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on BKM Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.