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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 		– Sell
-500
Closed -$109K – 415
2025
Q2 		$109K Sell
500
-1,500
-75% -$242K 0.01% 606
2025
Q1 		$280K Buy
+2,000
New +$326K 0.02% 579

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.