Bristlecone Advisors’s Oracle ORCL Stock Holding History

Bristlecone Advisors’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	$1.03M	Buy	3,672 +2,632	+253%	+$670K	0.09%	128
2025 Q2	$227K	Buy	+1,040	New	+$168K	0.02%	210
2019 Q1	–	Sell	-5,269	Closed	-$238K	–	119
2018 Q4	$238K	Sell	5,269 -1,803	-25%	-$86.4K	0.07%	127
2018 Q3	$365K	Buy	+7,072	New	+$344K	0.09%	118
2018 Q1	–	Sell	-7,131	Closed	-$337K	–	142
2017 Q4	$337K	Buy	7,131 +78	+1%	+$3.83K	0.11%	122
2017 Q3	$341K	Hold	7,053	–	–	0.11%	114
2017 Q2	$354K	Sell	7,053 -400	-5%	-$18.2K	0.12%	118
2017 Q1	$332K	Sell	7,453 -2,186	-23%	-$91K	0.12%	119
2016 Q4	$371K	Hold	9,639	–	–	0.13%	114
2016 Q3	$379K	Sell	9,639 -2,350	-20%	-$95.7K	0.14%	120
2016 Q2	$491K	Sell	11,989 -31,810	-73%	-$1.27M	0.18%	99
2016 Q1	$1.79M	Buy	43,799 +285	+0.7%	+$10.5K	0.71%	46
2015 Q4	$1.59M	Buy	+43,514	New	+$1.66M	0.67%	46

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bristlecone Advisors's ORCL Position: Q3 2025 in Review

Bristlecone Advisors increased its Oracle (ORCL) stake by 253% in Q3 2025, buying an estimated $670K and bringing the position to 3,672 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #128.

Bristlecone Advisors first reported a position in ORCL in Q4 2015 and has held it in 13 quarters since. The position peaked at $1.79M in Q1 2016. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

Bristlecone Advisors held 3,672 shares of Oracle worth $1.03M as of Q3 2025.
Bristlecone Advisors bought 2,632 Oracle shares in Q3 2025, an estimated $670K.
Oracle made up 0.09% of Bristlecone Advisors's portfolio in Q3 2025, its #128 holding.
Bristlecone Advisors first reported a position in Oracle in Q4 2015 and has held it in 13 quarters since.
Bristlecone Advisors's Oracle position peaked at $1.79M in Q1 2016.
3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.