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FullCircle Wealth’s Oracle ORCL Stock Holding History

FullCircle Wealth’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 		$2.4M Sell
9,663
-1,236
-11% -$315K 0.84% 28
2025
Q2 		$2.75M Sell
10,899
-448
-4% -$72.3K 1.03% 21
2025
Q1 		$1.59M Sell
11,347
-1,361
-11% -$222K 0.65% 44
2024
Q4 		$2.21M Sell
12,708
-300
-2% -$53.3K 0.9% 29
2024
Q3 		$2.24M Buy
13,008
+3,349
+35% +$485K 1.01% 22
2024
Q2 		$1.34M Buy
+9,659
New +$1.2M 0.66% 46

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

FullCircle Wealth's ORCL Position: Q3 2025 in Review

FullCircle Wealth reduced its Oracle (ORCL) stake by 11% in Q3 2025, selling an estimated $315K and leaving 9,663 shares worth $2.4M. The position accounts for 0.84% of the portfolio, ranked #28.

FullCircle Wealth first reported a position in ORCL in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.75M in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • FullCircle Wealth held 9,663 shares of Oracle worth $2.4M as of Q3 2025.
  • FullCircle Wealth sold 1,236 Oracle shares in Q3 2025, an estimated $315K.
  • Oracle made up 0.84% of FullCircle Wealth's portfolio in Q3 2025, its #28 holding.
  • FullCircle Wealth first reported a position in Oracle in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's Oracle position peaked at $2.75M in Q2 2025.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.