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Congress Wealth Management’s Oracle ORCL Stock Holding History

Congress 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
Q2 		$37M Buy
169,421
+18,648
+12% +$3.01M 0.36% 58
2025
Q1 		$21.3M Buy
150,773
+19,666
+15% +$3.2M 0.25% 101
2024
Q4 		$21.8M Sell
131,107
-1,978
-1% -$351K 0.3% 89
2024
Q3 		$22.7M Buy
133,085
+15,562
+13% +$2.25M 0.3% 84
2024
Q2 		$16.6M Buy
117,523
+13,502
+13% +$1.68M 0.26% 102
2024
Q1 		$13.1M Buy
104,021
+2,640
+3% +$302K 0.23% 135
2023
Q4 		$10.7M Sell
101,381
-9,824
-9% -$1.07M 0.2% 147
2023
Q3 		$11.8M Buy
111,205
+5,649
+5% +$654K 0.24% 121
2023
Q2 		$12.6M Buy
105,556
+94,980
+898% +$9.82M 0.29% 97
2023
Q1 		$983K Sell
10,576
-175
-2% -$15.3K 0.02% 345
2022
Q4 		$879K Sell
10,751
-2,604
-19% -$198K 0.02% 350
2022
Q3 		$815K Buy
13,355
+1,849
+16% +$135K 0.02% 349
2022
Q2 		$804K Sell
11,506
-1,742
-13% -$128K 0.02% 358
2022
Q1 		$1.1M Sell
13,248
-129
-1% -$10.4K 0.02% 340
2021
Q4 		$1.17M Buy
+13,377
New +$1.26M 0.02% 355

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's ORCL Position: Q2 2025 in Review

Congress Wealth Management increased its Oracle (ORCL) stake by 12% in Q2 2025, buying an estimated $3.01M and bringing the position to 169,421 shares worth $37M. The position accounts for 0.36% of the portfolio, ranked #58.

Congress Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 15 quarters since. 3,627 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Congress Wealth Management held 169,421 shares of Oracle worth $37M as of Q2 2025.
  • Congress Wealth Management bought 18,648 Oracle shares in Q2 2025, an estimated $3.01M.
  • Oracle made up 0.36% of Congress Wealth Management's portfolio in Q2 2025, its #58 holding.
  • Congress Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 15 quarters since.
  • 3,627 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.