Core Wealth Advisors (Florida)’s Oracle ORCL Stock Holding History

Core Wealth Advisors (Florida)’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	-949	Closed	-$267K	–	98
2025 Q3	$267K	Hold	949	–	–	0.07%	78
2025 Q2	$207K	Buy	+949	New	+$153K	0.06%	73
2024 Q2	–	Sell	-750	Closed	-$94.2K	–	184
2024 Q1	$94.2K	Hold	750	–	–	0.03%	76
2023 Q4	$79.1K	Hold	750	–	–	0.03%	75
2023 Q3	$79.4K	Hold	750	–	–	0.03%	67
2023 Q2	$89.3K	Hold	750	–	–	0.04%	68
2023 Q1	$69.7K	Hold	750	–	–	0.03%	74
2022 Q4	$61.3K	Hold	750	–	–	0.03%	76
2022 Q3	$46K	Hold	750	–	–	0.03%	69
2022 Q2	$52K	Hold	750	–	–	0.03%	68
2022 Q1	$62K	Hold	750	–	–	0.03%	67
2021 Q4	$65K	Hold	750	–	–	0.04%	72
2021 Q3	$65K	Hold	750	–	–	0.04%	73
2021 Q2	$58K	Sell	750 -36	-5%	-$2.82K	0.04%	66
2021 Q1	$55K	Buy	786 +36	+5%	+$2.33K	0.05%	58
2020 Q4	$49K	Hold	750	–	–	0.04%	53
2020 Q3	$45K	Hold	750	–	–	0.04%	53
2020 Q2	$41K	Sell	750 -126	-14%	-$6.67K	0.04%	58
2020 Q1	$42K	Buy	876 +126	+17%	+$6.5K	0.03%	56
2019 Q4	$40K	Buy	+750	New	+$41.3K	0.02%	62

Other funds holding ORCL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ORCL Position: Q4 2025 in Review

Core Wealth Advisors (Florida) sold out of Oracle (ORCL) in Q4 2025, closing a stake of 949 shares — an estimated $267K sold.

Core Wealth Advisors (Florida) first reported a position in ORCL in Q4 2019 and held it in 20 quarters. The position peaked at $267K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Core Wealth Advisors (Florida) reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 949 Oracle shares in Q4 2025, an estimated $267K.
Core Wealth Advisors (Florida) first reported a position in Oracle in Q4 2019 and held it in 20 quarters.
Core Wealth Advisors (Florida)'s Oracle position peaked at $267K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2025, filed 17 Feb 2026.