Delap Wealth Advisory’s Oracle ORCL Stock Holding History

Delap Wealth Advisory’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
2024 Q2	–	Sell	-2,913	Closed	-$366K	–	241
2024 Q1	$366K	Buy	2,913 +641	+28%	+$73.4K	0.15%	118
2023 Q4	$240K	Buy	+2,272	New	+$248K	0.11%	80

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Delap Wealth Advisory's ORCL Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Oracle (ORCL) in Q2 2024, closing a stake of 2,913 shares — an estimated $366K sold.

Delap Wealth Advisory first reported a position in ORCL in Q4 2023 and held it in 2 quarters. The position peaked at $366K in Q1 2024. 2,915 funds tracked by Wall St. Rank hold ORCL as of Q2 2024.

Delap Wealth Advisory reported no remaining Oracle position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 2,913 Oracle shares in Q2 2024, an estimated $366K.
Delap Wealth Advisory first reported a position in Oracle in Q4 2023 and held it in 2 quarters.
Delap Wealth Advisory's Oracle position peaked at $366K in Q1 2024.
2,915 funds tracked by Wall St. Rank held Oracle as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.