CWM
ORCL icon

Castle Wealth Management’s Oracle ORCL Stock Holding History

Castle 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
2026
Q1 		$1.22M Buy
8,301
+533
+7% +$86.6K 0.4% 57
2025
Q4 		$1.51M Sell
7,768
-392
-5% -$93.3K 0.5% 49
2025
Q3 		$2.29M Sell
8,160
-1,454
-15% -$370K 0.77% 40
2025
Q2 		$2.1M Sell
9,614
-189
-2% -$30.5K 0.76% 39
2025
Q1 		$1.37M Buy
9,803
+1,252
+15% +$204K 0.54% 49
2024
Q4 		$1.42M Sell
8,551
-673
-7% -$120K 0.56% 46
2024
Q3 		$1.57M Buy
9,224
+402
+5% +$58.2K 0.63% 42
2024
Q2 		$1.25M Buy
8,822
+957
+12% +$119K 0.6% 45
2024
Q1 		$988K Buy
+7,865
New +$900K 0.52% 53
2022
Q4 		– Sell
-1,346
Closed -$82K – 455
2022
Q3 		$82K Hold
1,346
– – 0.05% 160
2022
Q2 		$94K Buy
+1,346
New +$98.5K 0.05% 150

Other funds holding ORCL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return