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Defined Financial Planning’s Oracle ORCL Stock Holding History

Defined Financial Planning’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 		$252K Sell
872
-13
-1% -$3.31K 0.21% 54
2025
Q2 		$208K Sell
885
-899
-50% -$145K 0.18% 67
2025
Q1 		$253K Buy
1,784
+194
+12% +$31.6K 0.26% 68
2024
Q4 		$265K Buy
+1,590
New +$282K 0.28% 58

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

Defined Financial Planning's ORCL Position: Q3 2025 in Review

Defined Financial Planning reduced its Oracle (ORCL) stake by 1.5% in Q3 2025, selling an estimated $3.31K and leaving 872 shares worth $252K. The position accounts for 0.21% of the portfolio, ranked #54.

Defined Financial Planning first reported a position in ORCL in Q4 2024 and has held it in 4 quarters since. The position peaked at $265K in Q4 2024. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Defined Financial Planning held 872 shares of Oracle worth $252K as of Q3 2025.
  • Defined Financial Planning sold 13 Oracle shares in Q3 2025, an estimated $3.31K.
  • Oracle made up 0.21% of Defined Financial Planning's portfolio in Q3 2025, its #54 holding.
  • Defined Financial Planning first reported a position in Oracle in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's Oracle position peaked at $265K in Q4 2024.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.