Consilium Wealth Advisory’s Oracle ORCL Stock Holding History

Consilium Wealth Advisory’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	-3,049	Closed	-$858K	–	98
2025 Q3	$858K	Buy	+3,049	New	+$776K	0.33%	50
2025 Q2	–	Sell	-7,737	Closed	-$1.08M	–	98
2025 Q1	$1.08M	Sell	7,737 -237	-3%	-$38.6K	0.54%	37
2024 Q4	$1.33M	Buy	7,974 +4,437	+125%	+$788K	0.63%	34
2024 Q3	$603K	Buy	+3,537	New	+$512K	0.33%	50

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Consilium Wealth Advisory's ORCL Position: Q4 2025 in Review

Consilium Wealth Advisory sold out of Oracle (ORCL) in Q4 2025, closing a stake of 3,049 shares — an estimated $858K sold.

Consilium Wealth Advisory first reported a position in ORCL in Q3 2024 and held it in 4 quarters. The position peaked at $1.33M in Q4 2024. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Consilium Wealth Advisory reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Consilium Wealth Advisory sold 3,049 Oracle shares in Q4 2025, an estimated $858K.
Consilium Wealth Advisory first reported a position in Oracle in Q3 2024 and held it in 4 quarters.
Consilium Wealth Advisory's Oracle position peaked at $1.33M in Q4 2024.
3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Consilium Wealth Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.