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Fort Pitt Capital Group’s Oracle ORCL Stock Holding History

Fort Pitt Capital Group’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
Q3 		$21.5M Buy
126,142
+3,490
+3% +$506K 0.6% 35
2024
Q2 		$17.3M Buy
122,652
+4,941
+4% +$614K 0.53% 39
2024
Q1 		$14.8M Sell
117,711
-7,984
-6% -$914K 0.46% 41
2023
Q4 		$13.3M Buy
125,695
+6,599
+6% +$720K 0.43% 48
2023
Q3 		$12.6M Buy
119,096
+6,785
+6% +$785K 0.47% 44
2023
Q2 		$13.4M Sell
112,311
-47,776
-30% -$4.94M 0.49% 44
2023
Q1 		$14.9M Buy
160,087
+6,608
+4% +$579K 0.57% 43
2022
Q4 		$12.5M Buy
153,479
+8,305
+6% +$631K 0.51% 44
2022
Q3 		$8.87M Buy
145,174
+13,980
+11% +$1.02M 0.41% 45
2022
Q2 		$9.17M Buy
131,194
+13,151
+11% +$963K 0.4% 44
2022
Q1 		$9.77M Buy
118,043
+22,980
+24% +$1.86M 0.36% 47
2021
Q4 		$8.29M Buy
95,063
+11,057
+13% +$1.04M 0.3% 52
2021
Q3 		$7.32M Sell
84,006
-494
-0.6% -$43.6K 0.3% 51
2021
Q2 		$6.58M Sell
84,500
-10,330
-11% -$809K 0.27% 57
2021
Q1 		$6.65M Buy
94,830
+8,866
+10% +$574K 0.3% 51
2020
Q4 		$5.56M Buy
85,964
+6,846
+9% +$408K 0.27% 51
2020
Q3 		$4.72M Sell
79,118
-6,308
-7% -$358K 0.26% 56
2020
Q2 		$4.72M Sell
85,426
-26,128
-23% -$1.38M 0.28% 60
2020
Q1 		$5.39M Buy
111,554
+11,733
+12% +$606K 0.37% 55
2019
Q4 		$5.29M Buy
99,821
+2,013
+2% +$111K 0.3% 58
2019
Q3 		$5.38M Buy
+97,808
New +$5.4M 0.33% 56
2013
Q3 		– Sell
-13
Closed -$393 – 99
2013
Q2 		$393 Buy
+13
New +$431 0.06% 79

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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fort Pitt Capital Group's ORCL Position: Q3 2024 in Review

Fort Pitt Capital Group increased its Oracle (ORCL) stake by 2.8% in Q3 2024, buying an estimated $506K and bringing the position to 126,142 shares worth $21.5M. The position accounts for 0.6% of the portfolio, ranked #35.

Fort Pitt Capital Group first reported a position in ORCL in Q2 2013 and has held it in 22 quarters since. 3,073 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Fort Pitt Capital Group held 126,142 shares of Oracle worth $21.5M as of Q3 2024.
  • Fort Pitt Capital Group bought 3,490 Oracle shares in Q3 2024, an estimated $506K.
  • Oracle made up 0.6% of Fort Pitt Capital Group's portfolio in Q3 2024, its #35 holding.
  • Fort Pitt Capital Group first reported a position in Oracle in Q2 2013 and has held it in 22 quarters since.
  • 3,073 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.