Braun-Bostich & Associates’s Oracle ORCL Stock Holding History

Braun-Bostich & Associates’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	-882	Closed	-$248K	–	131
2025 Q3	$248K	Buy	+882	New	+$225K	0.16%	104
2024 Q4	–	Sell	-1,192	Closed	-$203K	–	114
2024 Q3	$203K	Buy	+1,192	New	+$173K	0.14%	112
2020 Q4	–	Sell	-628	Closed	-$37K	–	164
2020 Q3	$37K	Sell	628 -370	-37%	-$21K	0.04%	167
2020 Q2	$55K	Hold	998	–	–	0.05%	127
2020 Q1	$49K	Hold	998	–	–	0.06%	134
2019 Q4	$54K	Buy	+998	New	+$54.9K	0.05%	143
2019 Q3	–	Sell	-3,419	Closed	-$195K	–	234
2019 Q2	$195K	Hold	3,419	–	–	0.2%	98
2019 Q1	$184K	Sell	3,419 -675	-16%	-$34.4K	0.19%	106
2018 Q4	$185K	Sell	4,094 -9,800	-71%	-$470K	0.2%	100
2018 Q3	$716K	Sell	13,894 -537	-4%	-$26.1K	0.69%	47
2018 Q2	$636K	Sell	14,431 -322	-2%	-$14.8K	0.64%	52
2018 Q1	$675K	Sell	14,753 -1,003	-6%	-$49.9K	0.58%	54
2017 Q4	$745K	Buy	+15,756	New	+$773K	0.63%	42

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Braun-Bostich & Associates's ORCL Position: Q4 2025 in Review

Braun-Bostich & Associates sold out of Oracle (ORCL) in Q4 2025, closing a stake of 882 shares — an estimated $248K sold.

Braun-Bostich & Associates first reported a position in ORCL in Q4 2017 and held it in 13 quarters. The position peaked at $745K in Q4 2017. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Braun-Bostich & Associates reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Braun-Bostich & Associates sold 882 Oracle shares in Q4 2025, an estimated $248K.
Braun-Bostich & Associates first reported a position in Oracle in Q4 2017 and held it in 13 quarters.
Braun-Bostich & Associates's Oracle position peaked at $745K in Q4 2017.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Braun-Bostich & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.