Evergreen Private Wealth’s Oracle ORCL Stock Holding History

Evergreen Private Wealth’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	-370	Closed	-$104K	–	184
2025 Q3	$104K	Hold	370	–	–	0.04%	87
2025 Q2	$80.9K	Buy	370 +69	+23%	+$11.1K	0.03%	101
2025 Q1	$42.1K	Hold	301	–	–	0.02%	118
2024 Q4	$50.2K	Hold	301	–	–	0.02%	118
2024 Q3	$51.3K	Hold	301	–	–	0.02%	119
2024 Q2	$42.5K	Sell	301 -108	-26%	-$13.4K	0.02%	124
2024 Q1	$51.4K	Hold	409	–	–	0.03%	119
2023 Q4	$43.1K	Buy	+409	New	+$44.6K	0.02%	116

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

Evergreen Private Wealth's ORCL Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Oracle (ORCL) in Q4 2025, closing a stake of 370 shares — an estimated $104K sold.

Evergreen Private Wealth first reported a position in ORCL in Q4 2023 and held it in 8 quarters. The position peaked at $104K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Evergreen Private Wealth reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 370 Oracle shares in Q4 2025, an estimated $104K.
Evergreen Private Wealth first reported a position in Oracle in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Oracle position peaked at $104K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.