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Financial Advocates Investment Management’s Oracle ORCL Stock Holding History

Financial Advocates 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
2025
Q3 		$249K Sell
887
-3,889
-81% -$990K 0.14% 94
2025
Q2 		$1.04M Sell
4,776
-2,109
-31% -$341K 0.09% 222
2025
Q1 		$963K Buy
6,885
+98
+1% +$16K 0.07% 287
2024
Q4 		$1.13M Buy
6,787
+646
+11% +$115K 0.06% 280
2024
Q3 		$1.05M Buy
6,141
+885
+17% +$128K 0.06% 298
2024
Q2 		$742K Buy
5,256
+1,134
+28% +$141K 0.05% 353
2024
Q1 		$518K Buy
4,122
+463
+13% +$53K 0.03% 450
2023
Q4 		$386K Sell
3,659
-737
-17% -$80.4K 0.03% 482
2023
Q3 		$466K Buy
4,396
+787
+22% +$91.1K 0.03% 432
2023
Q2 		$430K Buy
3,609
+54
+2% +$5.58K 0.03% 438
2023
Q1 		$330K Sell
3,555
-34
-0.9% -$2.98K 0.02% 523
2022
Q4 		$293K Sell
3,589
-2
-0.1% -$152 0.02% 569
2022
Q3 		$219K Sell
3,591
-1,810
-34% -$133K 0.02% 644
2022
Q2 		$377K Sell
5,401
-1,162
-18% -$85.1K 0.03% 460
2022
Q1 		$543K Sell
6,563
-239
-4% -$19.4K 0.04% 416
2021
Q4 		$593K Sell
6,802
-370
-5% -$34.7K 0.04% 442
2021
Q3 		$499K Buy
7,172
+1,409
+24% +$124K 0.03% 475
2021
Q2 		$448K Sell
5,763
-420
-7% -$32.9K 0.03% 501
2021
Q1 		$434K Sell
6,183
-387
-6% -$25.1K 0.03% 512
2020
Q4 		$425K Buy
6,570
+405
+7% +$24.1K 0.03% 482
2020
Q3 		$368K Buy
6,165
+2,213
+56% +$126K 0.03% 430
2020
Q2 		$218K Buy
+3,952
New +$209K 0.02% 542
2019
Q4 		– Sell
-3,802
Closed -$209K – 528
2019
Q3 		$209K Sell
3,802
-57
-1% -$3.15K 0.02% 453
2019
Q2 		$220K Buy
3,859
+6
+0.2% +$325 0.03% 434
2019
Q1 		$207K Buy
+3,853
New +$196K 0.03% 434
2018
Q4 		– Sell
-5,799
Closed -$299K – 482
2018
Q3 		$299K Buy
5,799
+545
+10% +$26.5K 0.03% 390
2018
Q2 		$236K Sell
5,254
-201
-4% -$9.26K 0.03% 427
2018
Q1 		$250K Sell
5,455
-770
-12% -$38.3K 0.03% 405
2017
Q4 		$294K Buy
+6,225
New +$305K 0.04% 364

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Financial Advocates Investment Management's ORCL Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Oracle (ORCL) stake by 81% in Q3 2025, selling an estimated $990K and leaving 887 shares worth $249K. The position accounts for 0.14% of the portfolio, ranked #94.

Financial Advocates Investment Management first reported a position in ORCL in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.13M in Q4 2024. 3,824 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Financial Advocates Investment Management held 887 shares of Oracle worth $249K as of Q3 2025.
  • Financial Advocates Investment Management sold 3,889 Oracle shares in Q3 2025, an estimated $990K.
  • Oracle made up 0.14% of Financial Advocates Investment Management's portfolio in Q3 2025, its #94 holding.
  • Financial Advocates Investment Management first reported a position in Oracle in Q4 2017 and has held it in 29 quarters since.
  • Financial Advocates Investment Management's Oracle position peaked at $1.13M in Q4 2024.
  • 3,824 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.