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Fermata Advisors’s Oracle ORCL Stock Holding History

Fermata 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
Q3 		– Sell
-918
Closed -$201K – 226
2025
Q2 		$201K Sell
918
-4,640
-83% -$749K 0.05% 212
2025
Q1 		$777K Sell
5,558
-376
-6% -$61.2K 0.14% 118
2024
Q4 		$989K Buy
5,934
+2,943
+98% +$523K 0.18% 95
2024
Q3 		$510K Buy
2,991
+272
+10% +$39.4K 0.1% 119
2024
Q2 		$384K Sell
2,719
-317
-10% -$39.4K 0.09% 139
2024
Q1 		$381K Buy
+3,036
New +$347K 0.09% 131

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fermata Advisors's ORCL Position: Q3 2025 in Review

Fermata Advisors sold out of Oracle (ORCL) in Q3 2025, closing a stake of 918 shares — an estimated $201K sold.

Fermata Advisors first reported a position in ORCL in Q1 2024 and held it in 6 quarters. The position peaked at $989K in Q4 2024. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Fermata Advisors reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Fermata Advisors sold 918 Oracle shares in Q3 2025, an estimated $201K.
  • Fermata Advisors first reported a position in Oracle in Q1 2024 and held it in 6 quarters.
  • Fermata Advisors's Oracle position peaked at $989K in Q4 2024.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Fermata Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.