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ORCL icon

CFM Wealth Partners’s Oracle ORCL Stock Holding History

CFM Wealth Partners’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 		$205K Buy
1,394
+2
+0.1% +$325 0.03% 141
2025
Q4 		$271K Buy
1,392
+1
+0.1% +$238 0.04% 131
2025
Q3 		$391K Buy
1,391
+322
+30% +$82K 0.06% 113
2025
Q2 		$234K Buy
+1,069
New +$173K 0.04% 129
2020
Q3 		– Sell
-2,268
Closed -$125K – 370
2020
Q2 		$125K Hold
2,268
– – 0.05% 179
2020
Q1 		$110K Sell
2,268
-335
-13% -$17.3K 0.05% 187
2019
Q4 		$144K Buy
+2,603
New +$143K 0.05% 171

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T 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 $1.56T 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