FSA Wealth Management’s Oracle ORCL Stock Holding History

FSA Wealth 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	$28.1K	Buy	+100	New	+$25.5K	0.01%	213
2024 Q1	$12.6K	Hold	100	–	–	0.01%	302
2023 Q4	$11K	Buy	+100	New	+$10.9K	0.01%	311
2021 Q1	–	Sell	-4,080	Closed	-$264K	–	185
2020 Q4	$264K	Hold	4,080	–	–	0.13%	47
2020 Q3	$244K	Hold	4,080	–	–	0.16%	45
2020 Q2	$226K	Hold	4,080	–	–	0.15%	44
2020 Q1	$197K	Hold	4,080	–	–	0.17%	44
2019 Q4	$216K	Buy	+4,080	New	+$225K	0.15%	50

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FSA Wealth Management's ORCL Position: Q3 2025 in Review

FSA Wealth Management opened a new position in Oracle (ORCL) in Q3 2025: 100 shares worth $28.1K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings. This is a return to the name: FSA Wealth Management previously reported a position in ORCL as recently as Q1 2024.

FSA Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 8 quarters since. The position peaked at $264K in Q4 2020. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

FSA Wealth Management held 100 shares of Oracle worth $28.1K as of Q3 2025.
Oracle was a new FSA Wealth Management position in Q3 2025.
Oracle made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #213 holding.
FSA Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 8 quarters since.
FSA Wealth Management's Oracle position peaked at $264K in Q4 2020.
3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.