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Briaud Financial Planning’s Oracle ORCL Stock Holding History

Briaud Financial Planning’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 		– Sell
-151
Closed -$33K – 251
2025
Q2 		$33K Hold
151
– – 0.01% 125
2025
Q1 		$21K Hold
151
– – 0.01% 121
2024
Q4 		$25K Buy
151
+26
+21% +$4.62K 0.01% 110
2024
Q3 		$21K Hold
125
– – 0.01% 95
2024
Q2 		$17K Hold
125
– – 0.01% 96
2024
Q1 		$16K Buy
+125
New +$14.3K 0.01% 95
2023
Q4 		– Sell
-125
Closed -$13K – 116
2023
Q3 		$13K Buy
+125
New +$14.5K 0.01% 101

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

Briaud Financial Planning's ORCL Position: Q3 2025 in Review

Briaud Financial Planning sold out of Oracle (ORCL) in Q3 2025, closing a stake of 151 shares — an estimated $33K sold.

Briaud Financial Planning first reported a position in ORCL in Q3 2023 and held it in 7 quarters. The position peaked at $33K in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Briaud Financial Planning reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 151 Oracle shares in Q3 2025, an estimated $33K.
  • Briaud Financial Planning first reported a position in Oracle in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Oracle position peaked at $33K in Q2 2025.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.