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Certus Wealth Management’s Oracle ORCL Stock Holding History

Certus 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 		$3.13M Hold
11,142
– – 1.88% 17
2025
Q2 		$2.44M Hold
11,142
– – 1.57% 18
2025
Q1 		$1.75M Hold
11,142
– – 1.19% 21
2024
Q4 		$1.99M Buy
11,142
+3
+0% +$533 1.33% 19
2024
Q3 		$1.9M Sell
11,139
-22
-0.2% -$3.19K 1.32% 19
2024
Q2 		$1.58M Hold
11,161
– – 1.2% 20
2024
Q1 		$1.29M Hold
11,161
– – 1.03% 24
2023
Q4 		$1.18M Sell
11,161
-161
-1% -$17.6K 1% 23
2023
Q3 		$1.2M Sell
11,322
-577
-5% -$66.8K 1.15% 22
2023
Q2 		$1.42M Buy
+11,899
New +$1.23M 1.41% 21

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

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

Certus Wealth Management held its Oracle (ORCL) position steady in Q3 2025 at 11,142 shares worth $3.13M. The position accounts for 1.88% of the portfolio, ranked #17.

Certus Wealth Management first reported a position in ORCL in Q2 2023 and has held it in 10 quarters since. 3,821 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Certus Wealth Management held 11,142 shares of Oracle worth $3.13M as of Q3 2025.
  • Certus Wealth Management left its Oracle share count unchanged in Q3 2025.
  • Oracle made up 1.88% of Certus Wealth Management's portfolio in Q3 2025, its #17 holding.
  • Certus Wealth Management first reported a position in Oracle in Q2 2023 and has held it in 10 quarters since.
  • 3,821 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.