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Boyce & Associates Wealth Consulting’s Oracle ORCL Stock Holding History

Boyce & Associates Wealth Consulting’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
-952
Closed -$268K – 77
2025
Q3 		$268K Buy
+952
New +$242K 0.22% 59

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

Boyce & Associates Wealth Consulting's ORCL Position: Q4 2025 in Review

Boyce & Associates Wealth Consulting sold out of Oracle (ORCL) in Q4 2025, closing a stake of 952 shares — an estimated $268K sold.

Boyce & Associates Wealth Consulting first reported a position in ORCL in Q3 2025 and held it in 1 quarter. The position peaked at $268K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Boyce & Associates Wealth Consulting reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 952 Oracle shares in Q4 2025, an estimated $268K.
  • Boyce & Associates Wealth Consulting first reported a position in Oracle in Q3 2025 and held it in 1 quarter.
  • Boyce & Associates Wealth Consulting's Oracle position peaked at $268K in Q3 2025.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q4 2025, filed 20 Jan 2026.