FSC Wealth Advisors’s Oracle ORCL Stock Holding History

FSC 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	-477	Closed	-$66.7K	–	191
2025 Q1	$66.7K	Hold	477	–	–	0.04%	94
2024 Q4	$79.5K	Hold	477	–	–	0.05%	94
2024 Q3	$81.3K	Hold	477	–	–	0.06%	91
2024 Q2	$67.4K	Hold	477	–	–	0.05%	101
2024 Q1	$59.9K	Hold	477	–	–	0.04%	87
2023 Q4	$50.3K	Hold	477	–	–	0.04%	98
2023 Q3	$50.5K	Hold	477	–	–	0.05%	76
2023 Q2	$56.8K	Hold	477	–	–	0.05%	66
2023 Q1	$44.3K	Hold	477	–	–	0.07%	60
2022 Q4	$39K	Hold	477	–	–	0.07%	59
2022 Q3	$29K	Buy	+477	New	+$34.9K	0.28%	64

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

FSC Wealth Advisors sold out of Oracle (ORCL) in Q2 2025, closing a stake of 477 shares — an estimated $66.7K sold.

FSC Wealth Advisors first reported a position in ORCL in Q3 2022 and held it in 11 quarters. The position peaked at $81.3K in Q3 2024. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

FSC Wealth Advisors reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 477 Oracle shares in Q2 2025, an estimated $66.7K.
FSC Wealth Advisors first reported a position in Oracle in Q3 2022 and held it in 11 quarters.
FSC Wealth Advisors's Oracle position peaked at $81.3K in Q3 2024.
3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.