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Dopkins Wealth Management’s Oracle ORCL Stock Holding History

Dopkins 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
Q3 		– Sell
-7,000
Closed -$1.53M – 82
2025
Q2 		$1.53M Hold
7,000
– – 0.69% 36
2025
Q1 		$979K Hold
7,000
– – 0.5% 37
2024
Q4 		$1.17M Hold
7,000
– – 0.59% 33
2024
Q3 		$1.19M Buy
+7,000
New +$1.01M 0.96% 16

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dopkins Wealth Management's ORCL Position: Q3 2025 in Review

Dopkins Wealth Management sold out of Oracle (ORCL) in Q3 2025, closing a stake of 7,000 shares — an estimated $1.53M sold.

Dopkins Wealth Management first reported a position in ORCL in Q3 2024 and held it in 4 quarters. The position peaked at $1.53M in Q2 2025. 3,830 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Dopkins Wealth Management reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Dopkins Wealth Management sold 7,000 Oracle shares in Q3 2025, an estimated $1.53M.
  • Dopkins Wealth Management first reported a position in Oracle in Q3 2024 and held it in 4 quarters.
  • Dopkins Wealth Management's Oracle position peaked at $1.53M in Q2 2025.
  • 3,830 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Dopkins Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.