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Callan Capital’s Oracle ORCL Stock Holding History

Callan Capital’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 		$3.08M Buy
22,024
+89
+0.4% +$14.5K 0.23% 62
2024
Q4 		$3.66M Buy
21,935
+19
+0.1% +$3.38K 0.27% 55
2024
Q3 		$3.73M Buy
21,916
+636
+3% +$92.1K 0.26% 55
2024
Q2 		$3M Buy
21,280
+253
+1% +$31.4K 0.25% 62
2024
Q1 		$2.64M Buy
21,027
+703
+3% +$80.5K 0.23% 59
2023
Q4 		$2.14M Sell
20,324
-6,852
-25% -$748K 0.2% 58
2023
Q3 		$2.88M Buy
27,176
+1,157
+4% +$134K 0.31% 52
2023
Q2 		$3.1M Sell
26,019
-307
-1% -$31.7K 0.34% 51
2023
Q1 		$2.45M Hold
26,326
– – 0.28% 50
2022
Q4 		$2.15M Buy
26,326
+10,068
+62% +$765K 0.27% 55
2022
Q3 		$993K Buy
16,258
+1,991
+14% +$146K 0.16% 60
2022
Q2 		$997K Sell
14,267
-1,991
-12% -$146K 0.15% 57
2022
Q1 		$1.34M Sell
16,258
-97
-0.6% -$7.86K 0.18% 56
2021
Q4 		$1.43M Buy
16,355
+200
+1% +$18.8K 0.21% 47
2021
Q3 		$1.41M Sell
16,155
-100
-0.6% -$8.83K 0.23% 41
2021
Q2 		$1.26M Buy
16,255
+100
+0.6% +$7.83K 0.22% 44
2021
Q1 		$1.13M Buy
16,155
+1,991
+14% +$129K 0.21% 48
2020
Q4 		$916K Hold
14,164
– – 0.19% 51
2020
Q3 		$846K Sell
14,164
-720
-5% -$40.9K 0.19% 50
2020
Q2 		$823K Hold
14,884
– – 0.21% 50
2020
Q1 		$719K Buy
+14,884
New +$768K 0.22% 44

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

Callan Capital's ORCL Position: Q1 2025 in Review

Callan Capital increased its Oracle (ORCL) stake by 0.41% in Q1 2025, buying an estimated $14.5K and bringing the position to 22,024 shares worth $3.08M. The position accounts for 0.23% of the portfolio, ranked #62.

Callan Capital first reported a position in ORCL in Q1 2020 and has held it in 21 quarters since. The position peaked at $3.73M in Q3 2024. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Callan Capital held 22,024 shares of Oracle worth $3.08M as of Q1 2025.
  • Callan Capital bought 89 Oracle shares in Q1 2025, an estimated $14.5K.
  • Oracle made up 0.23% of Callan Capital's portfolio in Q1 2025, its #62 holding.
  • Callan Capital first reported a position in Oracle in Q1 2020 and has held it in 21 quarters since.
  • Callan Capital's Oracle position peaked at $3.73M in Q3 2024.
  • 3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.