CWC
ORCL icon

Carolinas Wealth Consulting’s Oracle ORCL Stock Holding History

Carolinas Wealth Consulting’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
-803
Closed -$112K – 660
2025
Q1 		$112K Sell
803
-425
-35% -$69.2K 0.02% 226
2024
Q4 		$205K Buy
1,228
+118
+11% +$21K 0.04% 181
2024
Q3 		$189K Buy
1,110
+462
+71% +$66.9K 0.03% 187
2024
Q2 		$91.4K Sell
648
-21
-3% -$2.61K 0.02% 272
2024
Q1 		$84K Sell
669
-14,030
-95% -$1.61M 0.02% 295
2023
Q4 		$93.4K Hold
14,699
– – 0.02% 241
2023
Q3 		$91.5K Buy
14,699
+51
+0.3% +$5.9K 0.02% 225
2023
Q2 		$97.5K Sell
14,648
-264
-2% -$27.3K 0.02% 261
2023
Q1 		$104K Buy
14,912
+102
+0.7% +$8.94K 0.02% 265
2022
Q4 		$84.6K Buy
14,810
+276
+2% +$21K 0.02% 285
2022
Q3 		$50K Buy
14,534
+30
+0.2% +$2.2K 0.01% 324
2022
Q2 		$53K Buy
14,504
+13,946
+2,499% +$1.02M 0.01% 318
2022
Q1 		$46K Hold
558
– – 0.01% 367
2021
Q4 		$49K Sell
558
-115
-17% -$10.8K 0.01% 370
2021
Q3 		$59K Sell
673
-356
-35% -$31.4K 0.01% 321
2021
Q2 		$80K Sell
1,029
-200
-16% -$15.7K 0.02% 298
2021
Q1 		$86K Buy
1,229
+251
+26% +$16.3K 0.02% 274
2020
Q4 		$63K Sell
978
-180
-16% -$10.7K 0.02% 300
2020
Q3 		$69K Buy
1,158
+518
+81% +$29.4K 0.02% 234
2020
Q2 		$35K Buy
+640
New +$33.9K 0.01% 233

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
Morgan Stanley
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
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolinas Wealth Consulting's ORCL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Oracle (ORCL) in Q2 2025, closing a stake of 803 shares — an estimated $112K sold.

Carolinas Wealth Consulting first reported a position in ORCL in Q2 2020 and held it in 20 quarters. The position peaked at $205K in Q4 2024. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 803 Oracle shares in Q2 2025, an estimated $112K.
  • Carolinas Wealth Consulting first reported a position in Oracle in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Oracle position peaked at $205K in Q4 2024.
  • 3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.