Evernest Financial Advisors’s Oracle ORCL Stock Holding History

Evernest Financial Advisors’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	-1,137	Closed	-$320K	–	197
2025 Q3	$320K	Sell	1,137 -4	-0.4%	-$1.02K	0.09%	146
2025 Q2	$250K	Buy	+1,141	New	+$184K	0.08%	151

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

Evernest Financial Advisors's ORCL Position: Q4 2025 in Review

Evernest Financial Advisors sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,137 shares — an estimated $320K sold.

Evernest Financial Advisors first reported a position in ORCL in Q2 2025 and held it in 2 quarters. The position peaked at $320K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Evernest Financial Advisors reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Evernest Financial Advisors sold 1,137 Oracle shares in Q4 2025, an estimated $320K.
Evernest Financial Advisors first reported a position in Oracle in Q2 2025 and held it in 2 quarters.
Evernest Financial Advisors's Oracle position peaked at $320K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Evernest Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.