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Conrad Siegel Investment Advisors’s Oracle ORCL Stock Holding History

Conrad Siegel Investment Advisors’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
Q4 		– Sell
-720
Closed -$202K – 63
2025
Q3 		$202K Buy
+720
New +$183K 0.04% 57

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Conrad Siegel Investment Advisors's ORCL Position: Q4 2025 in Review

Conrad Siegel Investment Advisors sold out of Oracle (ORCL) in Q4 2025, closing a stake of 720 shares — an estimated $202K sold.

Conrad Siegel Investment Advisors first reported a position in ORCL in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Conrad Siegel Investment Advisors reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 720 Oracle shares in Q4 2025, an estimated $202K.
  • Conrad Siegel Investment Advisors first reported a position in Oracle in Q3 2025 and held it in 1 quarter.
  • Conrad Siegel Investment Advisors's Oracle position peaked at $202K in Q3 2025.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Conrad Siegel Investment Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.