Capital A Wealth Management’s Oracle ORCL Stock Holding History

Capital A 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
2025 Q2	–	Sell	-3,261	Closed	-$456K	–	723
2025 Q1	$456K	Hold	3,261	–	–	0.48%	24
2024 Q4	$543K	Buy	+3,261	New	+$579K	0.9%	28

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital A Wealth Management's ORCL Position: Q2 2025 in Review

Capital A Wealth Management sold out of Oracle (ORCL) in Q2 2025, closing a stake of 3,261 shares — an estimated $456K sold.

Capital A Wealth Management first reported a position in ORCL in Q4 2024 and held it in 2 quarters. The position peaked at $543K in Q4 2024. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Capital A Wealth Management reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 3,261 Oracle shares in Q2 2025, an estimated $456K.
Capital A Wealth Management first reported a position in Oracle in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Oracle position peaked at $543K in Q4 2024.
3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.