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CarsonAllaria Wealth Management’s Oracle ORCL Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-60
Closed -$13.2K – 253
2025
Q2 		$13.2K Hold
60
– – 0.01% 231
2025
Q1 		$8.46K Buy
+60
New +$9.77K ﹤0.01% 261
2022
Q1 		– Sell
-123
Closed -$11K – 351
2021
Q4 		$11K Buy
+123
New +$11.5K 0.01% 201

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CarsonAllaria Wealth Management's ORCL Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Oracle (ORCL) in Q3 2025, closing a stake of 60 shares — an estimated $13.2K sold.

CarsonAllaria Wealth Management first reported a position in ORCL in Q4 2021 and held it in 3 quarters. The position peaked at $13.2K in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 60 Oracle shares in Q3 2025, an estimated $13.2K.
  • CarsonAllaria Wealth Management first reported a position in Oracle in Q4 2021 and held it in 3 quarters.
  • CarsonAllaria Wealth Management's Oracle position peaked at $13.2K in Q2 2025.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.