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BlueStem Wealth Partners’s Oracle ORCL Stock Holding History

BlueStem 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
2025
Q4 		– Sell
-909
Closed -$256K – 134
2025
Q3 		$256K Sell
909
-242
-21% -$61.6K 0.03% 106
2025
Q2 		$252K Buy
+1,151
New +$186K 0.03% 95
2025
Q1 		– Sell
-1,750
Closed -$292K – 108
2024
Q4 		$292K Buy
+1,750
New +$311K 0.04% 81

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 $1.56T AUM 27.86% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlueStem Wealth Partners's ORCL Position: Q4 2025 in Review

BlueStem Wealth Partners sold out of Oracle (ORCL) in Q4 2025, closing a stake of 909 shares — an estimated $256K sold.

BlueStem Wealth Partners first reported a position in ORCL in Q4 2024 and held it in 3 quarters. The position peaked at $292K in Q4 2024. 3,764 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • BlueStem Wealth Partners reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • BlueStem Wealth Partners sold 909 Oracle shares in Q4 2025, an estimated $256K.
  • BlueStem Wealth Partners first reported a position in Oracle in Q4 2024 and held it in 3 quarters.
  • BlueStem Wealth Partners's Oracle position peaked at $292K in Q4 2024.
  • 3,764 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on BlueStem Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.