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Black Point Wealth Management’s Oracle ORCL Stock Holding History

Black Point 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
Q1 		– Sell
-2,100
Closed -$350K – 32
2024
Q4 		$350K Hold
2,100
– – 0.4% 32
2024
Q3 		$358K Hold
2,100
– – 0.41% 31
2024
Q2 		$297K Buy
+2,100
New +$261K 0.31% 35

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Black Point Wealth Management's ORCL Position: Q1 2025 in Review

Black Point Wealth Management sold out of Oracle (ORCL) in Q1 2025, closing a stake of 2,100 shares — an estimated $350K sold.

Black Point Wealth Management first reported a position in ORCL in Q2 2024 and held it in 3 quarters. The position peaked at $358K in Q3 2024. 3,255 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Black Point Wealth Management reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 2,100 Oracle shares in Q1 2025, an estimated $350K.
  • Black Point Wealth Management first reported a position in Oracle in Q2 2024 and held it in 3 quarters.
  • Black Point Wealth Management's Oracle position peaked at $358K in Q3 2024.
  • 3,255 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.