Elios Financial Group’s Oracle ORCL Stock Holding History

Elios Financial 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
2025 Q2	$230K	Buy	+1,050	New	+$170K	0.1%	113

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elios Financial Group's ORCL Position: Q2 2025 in Review

Elios Financial Group opened a new position in Oracle (ORCL) in Q2 2025: 1,050 shares worth $230K. The stake represents 0.1% of the portfolio and ranks #113 among its holdings.

3,630 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Elios Financial Group held 1,050 shares of Oracle worth $230K as of Q2 2025.
Oracle was a new Elios Financial Group position in Q2 2025.
Oracle made up 0.1% of Elios Financial Group's portfolio in Q2 2025, its #113 holding.
3,630 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.