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Fernwood Investment Management’s Oracle ORCL Stock Holding History

Fernwood Investment 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 		$311K Hold
1,865
– – 0.11% 131
2024
Q3 		$318K Sell
1,865
-200
-10% -$29K 0.1% 153
2024
Q2 		$292K Hold
2,065
– – 0.09% 164
2024
Q1 		$259K Hold
2,065
– – 0.08% 175
2023
Q4 		$218K Hold
2,065
– – 0.07% 177
2023
Q3 		$219K Hold
2,065
– – 0.08% 176
2023
Q2 		$246K Buy
+2,065
New +$214K 0.09% 162

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 $336B AUM 34.66% 1-Year Est. Return

Fernwood Investment Management's ORCL Position: Q4 2024 in Review

Fernwood Investment Management held its Oracle (ORCL) position steady in Q4 2024 at 1,865 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #131.

Fernwood Investment Management first reported a position in ORCL in Q2 2023 and has held it in 7 quarters since. The position peaked at $318K in Q3 2024. 3,343 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Fernwood Investment Management held 1,865 shares of Oracle worth $311K as of Q4 2024.
  • Fernwood Investment Management left its Oracle share count unchanged in Q4 2024.
  • Oracle made up 0.11% of Fernwood Investment Management's portfolio in Q4 2024, its #131 holding.
  • Fernwood Investment Management first reported a position in Oracle in Q2 2023 and has held it in 7 quarters since.
  • Fernwood Investment Management's Oracle position peaked at $318K in Q3 2024.
  • 3,343 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

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