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Caldwell Investment Management’s Oracle ORCL Stock Holding History

Caldwell Investment 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
Q1 		– Sell
-5,900
Closed -$983K – 37
2024
Q4 		$983K Hold
5,900
– – 0.66% 32
2024
Q3 		$995K Buy
+5,900
New +$855K 0.7% 27

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Caldwell Investment Management's ORCL Position: Q1 2025 in Review

Caldwell Investment Management sold out of Oracle (ORCL) in Q1 2025, closing a stake of 5,900 shares — an estimated $983K sold.

Caldwell Investment Management first reported a position in ORCL in Q3 2024 and held it in 2 quarters. The position peaked at $995K in Q3 2024. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Caldwell Investment Management reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • Caldwell Investment Management sold 5,900 Oracle shares in Q1 2025, an estimated $983K.
  • Caldwell Investment Management first reported a position in Oracle in Q3 2024 and held it in 2 quarters.
  • Caldwell Investment Management's Oracle position peaked at $995K in Q3 2024.
  • 3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Caldwell Investment Management's 13F filing for Q1 2025, filed 13 May 2025.