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Chase Investment Counsel’s Oracle ORCL Stock Holding History

Chase Investment Counsel’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
Q1 		– Sell
-24,092
Closed -$4.01M – 141
2024
Q4 		$4.01M Sell
24,092
-326
-1% -$57.9K 1.29% 32
2024
Q3 		$4.16M Buy
+24,418
New +$3.54M 1.39% 33
2022
Q1 		– Sell
-40,274
Closed -$3.51M – 138
2021
Q4 		$3.51M Sell
40,274
-55
-0.1% -$5.16K 1.41% 26
2021
Q3 		$3.51M Sell
40,329
-2,339
-5% -$207K 1.51% 26
2021
Q2 		$3.32M Buy
42,668
+553
+1% +$43.3K 1.37% 28
2021
Q1 		$2.96M Buy
+42,115
New +$2.73M 1.35% 33
2013
Q3 		– Sell
-248,730
Closed -$7.64M – 108
2013
Q2 		$7.64M Buy
+248,730
New +$8.25M 2.04% 20

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Chase Investment Counsel's ORCL Position: Q1 2025 in Review

Chase Investment Counsel sold out of Oracle (ORCL) in Q1 2025, closing a stake of 24,092 shares — an estimated $4.01M sold.

Chase Investment Counsel first reported a position in ORCL in Q2 2013 and held it in 7 quarters. The position peaked at $7.64M in Q2 2013. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Chase Investment Counsel reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 24,092 Oracle shares in Q1 2025, an estimated $4.01M.
  • Chase Investment Counsel first reported a position in Oracle in Q2 2013 and held it in 7 quarters.
  • Chase Investment Counsel's Oracle position peaked at $7.64M in Q2 2013.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Chase Investment Counsel's 13F filing for Q1 2025, filed 12 May 2025.