EWM
ORCL icon

Executive Wealth Management’s Oracle ORCL Stock Holding History

Executive 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
2024
Q4 		$512K Buy
3,074
+212
+7% +$37.7K 0.04% 161
2024
Q3 		$488K Buy
2,862
+124
+5% +$18K 0.04% 174
2024
Q2 		$387K Sell
2,738
-33
-1% -$4.1K 0.07% 88
2024
Q1 		$348K Sell
2,771
-15
-0.5% -$1.72K 0.03% 181
2023
Q4 		$294K Buy
2,786
+221
+9% +$24.1K 0.03% 176
2023
Q3 		$272K Buy
2,565
+577
+29% +$66.8K 0.03% 166
2023
Q2 		$237K Buy
+1,988
New +$206K 0.02% 182
2022
Q3 		– Sell
-2,967
Closed -$207K – 184
2022
Q2 		$207K Sell
2,967
-1,172
-28% -$85.8K 0.03% 173
2022
Q1 		$342K Sell
4,139
-803
-16% -$65K 0.04% 156
2021
Q4 		$431K Sell
4,942
-62
-1% -$5.82K 0.04% 146
2021
Q3 		$436K Sell
5,004
-460
-8% -$40.6K 0.05% 137
2021
Q2 		$425K Buy
5,464
+365
+7% +$28.6K 0.05% 143
2021
Q1 		$357K Buy
5,099
+114
+2% +$7.38K 0.04% 143
2020
Q4 		$322K Buy
4,985
+15
+0.3% +$893 0.04% 138
2020
Q3 		$296K Buy
4,970
+916
+23% +$52K 0.04% 127
2020
Q2 		$224K Sell
4,054
-135
-3% -$7.15K 0.03% 126
2020
Q1 		$202K Sell
4,189
-23
-0.5% -$1.19K 0.04% 119
2019
Q4 		$223K Sell
4,212
-199
-5% -$11K 0.03% 138
2019
Q3 		$242K Buy
4,411
+416
+10% +$23K 0.04% 122
2019
Q2 		$228K Sell
3,995
-23
-0.6% -$1.25K 0.03% 147
2019
Q1 		$216K Sell
4,018
-776
-16% -$39.5K 0.04% 140
2018
Q4 		$216K Buy
+4,794
New +$230K 0.04% 142

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Executive Wealth Management's ORCL Position: Q4 2024 in Review

Executive Wealth Management increased its Oracle (ORCL) stake by 7.4% in Q4 2024, buying an estimated $37.7K and bringing the position to 3,074 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #161.

Executive Wealth Management first reported a position in ORCL in Q4 2018 and has held it in 22 quarters since. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Executive Wealth Management held 3,074 shares of Oracle worth $512K as of Q4 2024.
  • Executive Wealth Management bought 212 Oracle shares in Q4 2024, an estimated $37.7K.
  • Oracle made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #161 holding.
  • Executive Wealth Management first reported a position in Oracle in Q4 2018 and has held it in 22 quarters since.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.