David Wealth Management’s Oracle ORCL Stock Holding History

David Wealth Management’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 Q2	$211K	Buy	+965	New	+$156K	0.16%	54

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

David Wealth Management's ORCL Position: Q2 2025 in Review

David Wealth Management opened a new position in Oracle (ORCL) in Q2 2025: 965 shares worth $211K. The stake represents 0.16% of the portfolio and ranks #54 among its holdings.

3,627 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

David Wealth Management held 965 shares of Oracle worth $211K as of Q2 2025.
Oracle was a new David Wealth Management position in Q2 2025.
Oracle made up 0.16% of David Wealth Management's portfolio in Q2 2025, its #54 holding.
3,627 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.