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EWG Elevate’s Oracle ORCL Stock Holding History

EWG Elevate’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
Q1 		– Sell
-1,445
Closed -$241K – 149
2024
Q4 		$241K Buy
1,445
+14
+1% +$2.49K 0.07% 134
2024
Q3 		$244K Buy
1,431
+10
+0.7% +$1.45K 0.1% 98
2024
Q2 		$201K Buy
+1,421
New +$176K 0.07% 126
2023
Q1 		– Sell
-1,482
Closed -$121K – 550
2022
Q4 		$121K Buy
+1,482
New +$113K 0.06% 107

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EWG Elevate's ORCL Position: Q1 2025 in Review

EWG Elevate sold out of Oracle (ORCL) in Q1 2025, closing a stake of 1,445 shares — an estimated $241K sold.

EWG Elevate first reported a position in ORCL in Q4 2022 and held it in 4 quarters. The position peaked at $244K in Q3 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • EWG Elevate reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • EWG Elevate sold 1,445 Oracle shares in Q1 2025, an estimated $241K.
  • EWG Elevate first reported a position in Oracle in Q4 2022 and held it in 4 quarters.
  • EWG Elevate's Oracle position peaked at $244K in Q3 2024.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on EWG Elevate's 13F filing for Q1 2025, filed 10 Apr 2025.