Buffington Mohr McNeal’s Oracle ORCL Stock Holding History

Buffington Mohr McNeal’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
2020 Q1	–	Sell	-100	Closed	-$5K	–	112
2019 Q4	$5K	Buy	+100	New	+$5.5K	﹤0.01%	113

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Buffington Mohr McNeal's ORCL Position: Q1 2025 in Review

Buffington Mohr McNeal sold out of Oracle (ORCL) in Q1 2025, closing a stake of 4,717 shares — an estimated $786K sold.

Buffington Mohr McNeal first reported a position in ORCL in Q4 2015 and held it in 29 quarters. The position peaked at $804K in Q3 2024. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

Buffington Mohr McNeal reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
Buffington Mohr McNeal sold 4,717 Oracle shares in Q1 2025, an estimated $786K.
Buffington Mohr McNeal first reported a position in Oracle in Q4 2015 and held it in 29 quarters.
Buffington Mohr McNeal's Oracle position peaked at $804K in Q3 2024.
3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.