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Cannon Wealth Management Services’s Oracle ORCL Stock Holding History

Cannon Wealth Management Services’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
Q4 		– Sell
-952
Closed -$268K – 86
2025
Q3 		$268K Sell
952
-14
-1% -$3.56K 0.2% 71
2025
Q2 		$211K Buy
+966
New +$156K 0.17% 75
2025
Q1 		– Sell
-1,194
Closed -$201K – 80
2024
Q4 		$201K Buy
1,194
+9
+0.8% +$1.6K 0.17% 77
2024
Q3 		$202K Buy
+1,185
New +$172K 0.18% 86

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cannon Wealth Management Services's ORCL Position: Q4 2025 in Review

Cannon Wealth Management Services sold out of Oracle (ORCL) in Q4 2025, closing a stake of 952 shares — an estimated $268K sold.

Cannon Wealth Management Services first reported a position in ORCL in Q3 2024 and held it in 4 quarters. The position peaked at $268K in Q3 2025. 3,759 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Cannon Wealth Management Services reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Cannon Wealth Management Services sold 952 Oracle shares in Q4 2025, an estimated $268K.
  • Cannon Wealth Management Services first reported a position in Oracle in Q3 2024 and held it in 4 quarters.
  • Cannon Wealth Management Services's Oracle position peaked at $268K in Q3 2025.
  • 3,759 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Cannon Wealth Management Services's 13F filing for Q4 2025, filed 27 Jan 2026.