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Brass Tax Wealth Management’s Oracle ORCL Stock Holding History

Brass Tax 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
Q3 		$1.71M Sell
6,068
-94
-2% -$23.9K 0.28% 44
2025
Q2 		$1.35M Buy
6,162
+32
+0.5% +$5.17K 0.26% 50
2025
Q1 		$857K Hold
6,130
– – 0.18% 67
2024
Q4 		$1.02M Buy
6,130
+211
+4% +$37.5K 0.22% 51
2024
Q3 		$1.01M Buy
5,919
+31
+0.5% +$4.49K 0.22% 49
2024
Q2 		$831K Buy
5,888
+1,170
+25% +$145K 0.36% 43
2024
Q1 		$593K Buy
+4,718
New +$540K 0.31% 47

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brass Tax Wealth Management's ORCL Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Oracle (ORCL) stake by 1.5% in Q3 2025, selling an estimated $23.9K and leaving 6,068 shares worth $1.71M. The position accounts for 0.28% of the portfolio, ranked #44.

Brass Tax Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 7 quarters since. 3,821 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Brass Tax Wealth Management held 6,068 shares of Oracle worth $1.71M as of Q3 2025.
  • Brass Tax Wealth Management sold 94 Oracle shares in Q3 2025, an estimated $23.9K.
  • Oracle made up 0.28% of Brass Tax Wealth Management's portfolio in Q3 2025, its #44 holding.
  • Brass Tax Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 7 quarters since.
  • 3,821 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.