Creekmur Asset Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$688K Sell
2,446
-381
-13% -$97K 0.11% 102
2025
Q2
$618K Buy
2,827
+507
+22% +$81.9K 0.11% 115
2025
Q1
$324K Buy
2,320
+1,342
+137% +$218K 0.07% 144
2024
Q4
$163K Hold
978
0.04% 133
2024
Q3
$167K Buy
978
+1
+0.1% +$145 0.04% 128
2024
Q2
$138K Sell
977
-311
-24% -$38.6K 0.04% 150
2024
Q1
$162K Sell
1,288
-175
-12% -$20K 0.06% 133
2023
Q4
$154K Buy
+1,463
New +$160K 0.05% 159

Other funds holding ORCL

Creekmur Asset Management's ORCL Position: Q3 2025 in Review

Creekmur Asset Management reduced its Oracle (ORCL) stake by 13% in Q3 2025, selling an estimated $97K and leaving 2,446 shares worth $688K. The position accounts for 0.11% of the portfolio, ranked #102.

Creekmur Asset Management first reported a position in ORCL in Q4 2023 and has held it in 8 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Creekmur Asset Management held 2,446 shares of Oracle worth $688K as of Q3 2025.
  • Creekmur Asset Management sold 381 Oracle shares in Q3 2025, an estimated $97K.
  • Oracle made up 0.11% of Creekmur Asset Management's portfolio in Q3 2025, its #102 holding.
  • Creekmur Asset Management first reported a position in Oracle in Q4 2023 and has held it in 8 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.