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David J. Yvars Group’s Oracle ORCL Stock Holding History

David J. Yvars Group’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
-871
Closed -$245K – 99
2025
Q3 		$245K Buy
+871
New +$222K 0.13% 78
2024
Q3 		– Sell
-1,581
Closed -$223K – 84
2024
Q2 		$223K Sell
1,581
-510
-24% -$63.3K 0.14% 67
2024
Q1 		$263K Hold
2,091
– – 0.18% 62
2023
Q4 		$220K Hold
2,091
– – 0.18% 63
2023
Q3 		$221K Hold
2,091
– – 0.18% 61
2023
Q2 		$249K Buy
+2,091
New +$216K 0.21% 62

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

David J. Yvars Group's ORCL Position: Q4 2025 in Review

David J. Yvars Group sold out of Oracle (ORCL) in Q4 2025, closing a stake of 871 shares — an estimated $245K sold.

David J. Yvars Group first reported a position in ORCL in Q2 2023 and held it in 6 quarters. The position peaked at $263K in Q1 2024. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • David J. Yvars Group reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • David J. Yvars Group sold 871 Oracle shares in Q4 2025, an estimated $245K.
  • David J. Yvars Group first reported a position in Oracle in Q2 2023 and held it in 6 quarters.
  • David J. Yvars Group's Oracle position peaked at $263K in Q1 2024.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on David J. Yvars Group's 13F filing for Q4 2025, filed 12 Jan 2026.