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D. Scott Neal’s Oracle ORCL Stock Holding History

D. Scott Neal’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
Q3 		$337K Hold
1,200
– – 0.16% 44
2025
Q2 		$262K Buy
+1,200
New +$194K 0.13% 49
2024
Q4 		– Sell
-1,200
Closed -$204K – 59
2024
Q3 		$204K Buy
+1,200
New +$174K 0.11% 56
2018
Q3 		– Sell
-1,450
Closed -$64K – 55
2018
Q2 		$64K Hold
1,450
– – 0.04% 57
2018
Q1 		$66K Hold
1,450
– – 0.04% 71
2017
Q4 		$69K Hold
1,450
– – 0.04% 74
2017
Q3 		$70K Sell
1,450
-1,224
-46% -$60.9K 0.04% 71
2017
Q2 		$134K Hold
2,674
– – 0.09% 58
2017
Q1 		$119K Hold
2,674
– – 0.08% 61
2016
Q4 		$103K Buy
2,674
+1,224
+84% +$47.9K 0.07% 59
2016
Q3 		$57K Hold
1,450
– – 0.04% 71
2016
Q2 		$59K Hold
1,450
– – 0.05% 63
2016
Q1 		$59K Sell
1,450
-250
-15% -$9.25K 0.06% 56
2015
Q4 		$62K Buy
+1,700
New +$64.9K 0.05% 57

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D. Scott Neal's ORCL Position: Q3 2025 in Review

D. Scott Neal held its Oracle (ORCL) position steady in Q3 2025 at 1,200 shares worth $337K. The position accounts for 0.16% of the portfolio, ranked #44.

D. Scott Neal first reported a position in ORCL in Q4 2015 and has held it in 14 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • D. Scott Neal held 1,200 shares of Oracle worth $337K as of Q3 2025.
  • D. Scott Neal left its Oracle share count unchanged in Q3 2025.
  • Oracle made up 0.16% of D. Scott Neal's portfolio in Q3 2025, its #44 holding.
  • D. Scott Neal first reported a position in Oracle in Q4 2015 and has held it in 14 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.