Emerald Mutual Fund Advisers Trust’s Oracle ORCL Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-445	Closed	-$125K	–	222
2025 Q3	$125K	Sell	445 -212	-32%	-$54K	0.01%	205
2025 Q2	$144K	Sell	657 -33	-5%	-$5.33K	0.01%	195
2025 Q1	$96.5K	Sell	690 -81	-11%	-$13.2K	0.01%	201
2024 Q4	$128K	Buy	+771	New	+$137K	0.01%	204

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 $3.37T AUM 44.26% 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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Emerald Mutual Fund Advisers Trust's ORCL Position: Q4 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Oracle (ORCL) in Q4 2025, closing a stake of 445 shares — an estimated $125K sold.

Emerald Mutual Fund Advisers Trust first reported a position in ORCL in Q4 2024 and held it in 4 quarters. The position peaked at $144K in Q2 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 445 Oracle shares in Q4 2025, an estimated $125K.
Emerald Mutual Fund Advisers Trust first reported a position in Oracle in Q4 2024 and held it in 4 quarters.
Emerald Mutual Fund Advisers Trust's Oracle position peaked at $144K in Q2 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2025, filed 9 Feb 2026.