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Edge Capital Group’s Oracle ORCL Stock Holding History

Edge Capital Group’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
Q4 		$5.69M Buy
34,165
+72
+0.2% +$12.8K 0.25% 79
2024
Q3 		$5.81M Buy
34,093
+12
+0% +$1.74K 0.26% 79
2024
Q2 		$4.81M Buy
34,081
+2,609
+8% +$324K 0.23% 87
2024
Q1 		$3.95M Sell
31,472
-16,798
-35% -$1.92M 0.2% 100
2023
Q4 		$5.09M Buy
48,270
+1,321
+3% +$144K 0.28% 76
2023
Q3 		$4.97M Sell
46,949
-19,201
-29% -$2.22M 0.32% 68
2023
Q2 		$7.88M Buy
66,150
+717
+1% +$74.1K 0.45% 55
2023
Q1 		$6.08M Buy
65,433
+48,356
+283% +$4.24M 0.37% 61
2022
Q4 		$1.4M Buy
17,077
+1,857
+12% +$141K 0.1% 124
2022
Q3 		$930K Buy
15,220
+7,304
+92% +$535K 0.08% 136
2022
Q2 		$553K Buy
7,916
+1,793
+29% +$131K 0.05% 181
2022
Q1 		$507K Buy
6,123
+236
+4% +$19.1K 0.03% 199
2021
Q4 		$513K Sell
5,887
-456
-7% -$42.8K 0.04% 193
2021
Q3 		$553K Buy
6,343
+62
+1% +$5.48K 0.04% 174
2021
Q2 		$489K Sell
6,281
-175
-3% -$13.7K 0.04% 190
2021
Q1 		$453K Buy
6,456
+400
+7% +$25.9K 0.04% 187
2020
Q4 		$392K Buy
6,056
+200
+3% +$11.9K 0.03% 189
2020
Q3 		$350K Buy
5,856
+162
+3% +$9.2K 0.04% 187
2020
Q2 		$315K Sell
5,694
-677
-11% -$35.9K 0.03% 182
2020
Q1 		$308K Buy
6,371
+1,348
+27% +$69.6K 0.04% 173
2019
Q4 		$266K Sell
5,023
-817
-14% -$45K 0.03% 204
2019
Q3 		$321K Sell
5,840
-3,637
-38% -$201K 0.03% 197
2019
Q2 		$540K Buy
9,477
+5,183
+121% +$280K 0.05% 167
2019
Q1 		$231K Sell
4,294
-2,883
-40% -$147K 0.02% 220
2018
Q4 		$324K Buy
+7,177
New +$344K 0.04% 191

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Edge Capital Group's ORCL Position: Q4 2024 in Review

Edge Capital Group increased its Oracle (ORCL) stake by 0.21% in Q4 2024, buying an estimated $12.8K and bringing the position to 34,165 shares worth $5.69M. The position accounts for 0.25% of the portfolio, ranked #79.

Edge Capital Group first reported a position in ORCL in Q4 2018 and has held it in 25 quarters since. The position peaked at $7.88M in Q2 2023. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Edge Capital Group held 34,165 shares of Oracle worth $5.69M as of Q4 2024.
  • Edge Capital Group bought 72 Oracle shares in Q4 2024, an estimated $12.8K.
  • Oracle made up 0.25% of Edge Capital Group's portfolio in Q4 2024, its #79 holding.
  • Edge Capital Group first reported a position in Oracle in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Oracle position peaked at $7.88M in Q2 2023.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.