CSWM
ORCL icon

Cassady Schiller Wealth Management’s Oracle ORCL Stock Holding History

Cassady Schiller 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
2024
Q4 		$313K Buy
1,879
+112
+6% +$19.9K 0.11% 87
2024
Q3 		$301K Hold
1,767
– – 0.11% 92
2024
Q2 		$249K Sell
1,767
-249
-12% -$30.9K 0.1% 99
2024
Q1 		$253K Buy
2,016
+10
+0.5% +$1.15K 0.11% 97
2023
Q4 		$211K Hold
2,006
– – 0.11% 104
2023
Q3 		$212K Buy
2,006
+59
+3% +$6.83K 0.12% 96
2023
Q2 		$232K Buy
1,947
+157
+9% +$16.2K 0.13% 93
2023
Q1 		$166K Hold
1,790
– – 0.08% 113
2022
Q4 		$146K Buy
+1,790
New +$136K 0.09% 114
2022
Q1 		– Sell
-1,821
Closed -$159K – 447
2021
Q4 		$159K Buy
+1,821
New +$171K 0.1% 112

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cassady Schiller Wealth Management's ORCL Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Oracle (ORCL) stake by 6.3% in Q4 2024, buying an estimated $19.9K and bringing the position to 1,879 shares worth $313K. The position accounts for 0.11% of the portfolio, ranked #87.

Cassady Schiller Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 10 quarters since. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Cassady Schiller Wealth Management held 1,879 shares of Oracle worth $313K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 112 Oracle shares in Q4 2024, an estimated $19.9K.
  • Oracle made up 0.11% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #87 holding.
  • Cassady Schiller Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 10 quarters since.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.