Drive Wealth Management’s Oracle ORCL Stock Holding History

Drive 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
2026 Q1	$1.09M	Buy	7,387 +141	+2%	+$22.9K	0.23%	85
2025 Q4	$1.41M	Buy	7,246 +812	+13%	+$193K	0.28%	71
2025 Q3	$1.81M	Sell	6,434 -514	-7%	-$131K	0.38%	54
2025 Q2	$1.52M	Buy	6,948 +174	+3%	+$28.1K	0.33%	72
2025 Q1	$947K	Sell	6,774 -184	-3%	-$30K	0.22%	94
2024 Q4	$1.16M	Buy	6,958 +67	+1%	+$11.9K	0.28%	68
2024 Q3	$1.17M	Buy	6,891 +276	+4%	+$40K	0.31%	62
2024 Q2	$934K	Buy	6,615 +326	+5%	+$40.5K	0.25%	78
2024 Q1	$790K	Buy	6,289 +255	+4%	+$29.2K	0.22%	86
2023 Q4	$636K	Sell	6,034 -371	-6%	-$40.5K	0.21%	99
2023 Q3	$678K	Buy	6,405 +365	+6%	+$42.2K	0.25%	88
2023 Q2	$719K	Buy	6,040 +91	+2%	+$9.41K	0.27%	79
2023 Q1	$553K	Sell	5,949 -787	-12%	-$69K	0.23%	107
2022 Q4	$551K	Buy	6,736 +2,575	+62%	+$196K	0.28%	87
2022 Q3	$254K	Buy	4,161 +682	+20%	+$49.9K	0.24%	119
2022 Q2	$243K	Buy	3,479 +595	+21%	+$43.6K	0.22%	127
2022 Q1	$239K	Buy	2,884 +73	+3%	+$5.91K	0.2%	135
2021 Q4	$245K	Buy	+2,811	New	+$264K	0.22%	123

Other funds holding ORCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

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

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