Capital Market Strategies’s Oracle ORCL Stock Holding History

Capital Market Strategies’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	$572K	Buy	2,617 +76	+3%	+$12.3K	0.4%	49
2025 Q1	$355K	Sell	2,541 -467	-16%	-$76K	0.24%	83
2024 Q4	$501K	Buy	3,008 +17	+0.6%	+$3.02K	0.29%	74
2024 Q3	$510K	Buy	2,991 +120	+4%	+$17.4K	0.31%	66
2024 Q2	$405K	Sell	2,871 -10	-0.3%	-$1.24K	0.26%	80
2024 Q1	$362K	Buy	2,881 +31	+1%	+$3.55K	0.28%	81
2023 Q4	$300K	Buy	2,850 +45	+2%	+$4.91K	0.26%	98
2023 Q3	$293K	Buy	2,805 +202	+8%	+$23.4K	0.29%	86
2023 Q2	$310K	Buy	+2,603	New	+$269K	0.29%	88
2023 Q1	–	Sell	-2,648	Closed	-$216K	–	103
2022 Q4	$216K	Buy	+2,648	New	+$201K	0.23%	123
2022 Q2	–	Sell	-2,648	Closed	-$219K	–	150
2022 Q1	$219K	Sell	2,648 -40	-1%	-$3.24K	0.19%	138
2021 Q4	$234K	Buy	+2,688	New	+$252K	0.19%	131

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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

Capital Research Global Investors

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