Elevatus Welath Management’s Oracle ORCL Stock Holding History

Elevatus Welath 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	$811K	Sell	5,512 -781	-12%	-$127K	0.43%	53
2025 Q4	$1.23M	Buy	6,293 +2	+0%	+$476	0.34%	60
2025 Q3	$1.77M	Buy	6,291 +310	+5%	+$78.9K	0.51%	47
2025 Q2	$1.31M	Buy	5,981 +448	+8%	+$72.3K	0.44%	42
2025 Q1	$774K	Sell	5,533 -16	-0.3%	-$2.6K	0.44%	40
2024 Q4	$925K	Buy	5,549 +99	+2%	+$17.6K	0.32%	38
2024 Q3	$929K	Buy	5,450 +203	+4%	+$29.4K	0.3%	41
2024 Q2	$741K	Buy	5,247 +12	+0.2%	+$1.49K	0.28%	59
2024 Q1	$658K	Buy	5,235 +187	+4%	+$21.4K	0.26%	47
2023 Q4	$532K	Buy	5,048 +142	+3%	+$15.5K	0.24%	50
2023 Q3	$520K	Buy	4,906 +453	+10%	+$52.4K	0.47%	37
2023 Q2	$530K	Buy	+4,453	New	+$460K	0.37%	35

Other funds holding ORCL

BlackRock New York $5.72T 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 $1.56T 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