Davies Financial Advisors’s Oracle ORCL Stock Holding History

Davies Financial Advisors’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	–	Sell	-2,651	Closed	-$371K	–	79
2025 Q1	$371K	Buy	+2,651	New	+$432K	0.32%	49

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Davies Financial Advisors's ORCL Position: Q2 2025 in Review

Davies Financial Advisors sold out of Oracle (ORCL) in Q2 2025, closing a stake of 2,651 shares — an estimated $371K sold.

Davies Financial Advisors first reported a position in ORCL in Q1 2025 and held it in 1 quarter. The position peaked at $371K in Q1 2025. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Davies Financial Advisors reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
Davies Financial Advisors sold 2,651 Oracle shares in Q2 2025, an estimated $371K.
Davies Financial Advisors first reported a position in Oracle in Q1 2025 and held it in 1 quarter.
Davies Financial Advisors's Oracle position peaked at $371K in Q1 2025.
3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Davies Financial Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.