FOCUS Wealth Advisors’s Oracle ORCL Stock Holding History

FOCUS Wealth 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 Q2	–	Sell	-10,448	Closed	-$1.46M	–	57
2025 Q1	$1.46M	Buy	10,448 +1,707	+20%	+$278K	0.81%	33
2024 Q4	$1.46M	Buy	+8,741	New	+$1.55M	0.77%	32

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FOCUS Wealth Advisors's ORCL Position: Q2 2025 in Review

FOCUS Wealth Advisors sold out of Oracle (ORCL) in Q2 2025, closing a stake of 10,448 shares — an estimated $1.46M sold.

FOCUS Wealth Advisors first reported a position in ORCL in Q4 2024 and held it in 2 quarters. The position peaked at $1.46M in Q1 2025. 3,627 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

FOCUS Wealth Advisors reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
FOCUS Wealth Advisors sold 10,448 Oracle shares in Q2 2025, an estimated $1.46M.
FOCUS Wealth Advisors first reported a position in Oracle in Q4 2024 and held it in 2 quarters.
FOCUS Wealth Advisors's Oracle position peaked at $1.46M in Q1 2025.
3,627 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.