Campbell Wealth Management’s Oracle ORCL Stock Holding History

Campbell Wealth 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
2024 Q4	$476K	Buy	+2,858	New	+$508K	0.04%	49
2024 Q3	–	Sell	-2,857	Closed	-$403K	–	82
2024 Q2	$403K	Buy	2,857 +4	+0.1%	+$497	0.13%	26
2024 Q1	$358K	Buy	+2,853	New	+$327K	0.04%	57
2023 Q4	–	Sell	-2,956	Closed	-$313K	–	71
2023 Q3	$313K	Sell	2,956 -31	-1%	-$3.59K	0.04%	49
2023 Q2	$356K	Buy	2,987 +638	+27%	+$66K	0.05%	44
2023 Q1	$218K	Buy	+2,349	New	+$206K	0.03%	67
2022 Q2	–	Sell	-3,545	Closed	-$293K	–	70
2022 Q1	$293K	Hold	3,545	–	–	0.04%	54
2021 Q4	$309K	Hold	3,545	–	–	0.04%	52
2021 Q3	$309K	Hold	3,545	–	–	0.04%	46
2021 Q2	$276K	Hold	3,545	–	–	0.04%	51
2021 Q1	$249K	Hold	3,545	–	–	0.03%	54
2020 Q4	$229K	Hold	3,545	–	–	0.03%	55
2020 Q3	$212K	Hold	3,545	–	–	0.03%	55
2020 Q2	$196K	Buy	+3,545	New	+$188K	0.03%	54
2020 Q1	–	Sell	-5,191	Closed	-$275K	–	61
2019 Q4	$275K	Buy	5,191 +335	+7%	+$18.4K	0.06%	52
2019 Q3	$267K	Buy	4,856 +1,261	+35%	+$69.7K	0.06%	52
2019 Q2	$205K	Buy	+3,595	New	+$195K	0.05%	60
2019 Q1	–	Sell	-4,595	Closed	-$207K	–	59
2018 Q4	$207K	Buy	+4,595	New	+$220K	0.06%	47

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Campbell Wealth Management's ORCL Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Oracle (ORCL) in Q4 2024: 2,858 shares worth $476K. The stake represents 0.04% of the portfolio and ranks #49 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in ORCL as recently as Q2 2024.

Campbell Wealth Management first reported a position in ORCL in Q4 2018 and has held it in 18 quarters since. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

Campbell Wealth Management held 2,858 shares of Oracle worth $476K as of Q4 2024.
Oracle was a new Campbell Wealth Management position in Q4 2024.
Oracle made up 0.04% of Campbell Wealth Management's portfolio in Q4 2024, its #49 holding.
Campbell Wealth Management first reported a position in Oracle in Q4 2018 and has held it in 18 quarters since.
3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.