Elmwood Wealth Management’s Oracle ORCL Stock Holding History

Elmwood 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 Q4	–	Sell	-1,185	Closed	-$333K	–	175
2025 Q3	$333K	Buy	+1,185	New	+$302K	0.12%	118
2022 Q1	–	Sell	-1,938	Closed	-$169K	–	249
2021 Q4	$169K	Buy	+1,938	New	+$182K	0.08%	119
2021 Q2	$77K	Hold	985	–	–	0.04%	147
2021 Q1	$69K	Buy	+985	New	+$63.8K	0.04%	148
2020 Q3	$54K	Hold	985	–	–	0.04%	129
2020 Q2	$54K	Sell	985 -300	-23%	-$15.9K	0.04%	129
2020 Q1	$58.8K	Buy	+1,285	New	+$66.3K	0.06%	120
2019 Q4	–	Sell	-1,185	Closed	-$65K	–	195
2019 Q3	$65K	Hold	1,185	–	–	0.07%	109
2019 Q2	$68K	Hold	1,185	–	–	0.06%	119
2019 Q1	$64K	Sell	1,185 -100	-8%	-$5.09K	0.06%	117
2018 Q4	$58K	Hold	1,285	–	–	0.06%	122
2018 Q3	$66.3K	Hold	1,285	–	–	0.06%	125
2018 Q2	$56.6K	Hold	1,285	–	–	0.05%	126
2018 Q1	$58.8K	Buy	+1,285	New	+$63.9K	0.06%	120

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Elmwood Wealth Management's ORCL Position: Q4 2025 in Review

Elmwood Wealth Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,185 shares — an estimated $333K sold.

Elmwood Wealth Management first reported a position in ORCL in Q1 2018 and held it in 14 quarters. The position peaked at $333K in Q3 2025. 3,758 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Elmwood Wealth Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Elmwood Wealth Management sold 1,185 Oracle shares in Q4 2025, an estimated $333K.
Elmwood Wealth Management first reported a position in Oracle in Q1 2018 and held it in 14 quarters.
Elmwood Wealth Management's Oracle position peaked at $333K in Q3 2025.
3,758 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Elmwood Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.