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Geller Advisors’s Oracle ORCL Stock Holding History

Geller 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
2024
Q4 		$1.22M Sell
7,304
-57
-0.8% -$10.1K 0.08% 58
2024
Q3 		$1.25M Sell
7,361
-2,880
-28% -$417K 0.09% 61
2024
Q2 		$1.45M Sell
10,241
-643
-6% -$79.8K 0.11% 53
2024
Q1 		$1.37M Buy
10,884
+1,121
+11% +$128K 0.11% 50
2023
Q4 		$1.03M Sell
9,763
-118
-1% -$12.9K 0.1% 68
2023
Q3 		$1.05M Buy
9,881
+2,225
+29% +$258K 0.12% 53
2023
Q2 		$912K Buy
7,656
+2,616
+52% +$270K 0.11% 57
2023
Q1 		$468K Buy
5,040
+469
+10% +$41.1K 0.07% 73
2022
Q4 		$374K Buy
4,571
+283
+7% +$21.5K 0.06% 71
2022
Q3 		$262K Sell
4,288
-735
-15% -$53.8K 0.06% 94
2022
Q2 		$351K Sell
5,023
-20
-0.4% -$1.46K 0.07% 75
2022
Q1 		$417K Buy
5,043
+70
+1% +$5.67K 0.08% 73
2021
Q4 		$434K Sell
4,973
-29
-0.6% -$2.72K 0.08% 72
2021
Q3 		$436K Sell
5,002
-96
-2% -$8.48K 0.1% 64
2021
Q2 		$397K Buy
5,098
+1
+0% +$78 0.09% 67
2021
Q1 		$358K Buy
5,097
+1,694
+50% +$110K 0.08% 70
2020
Q4 		$346K Hold
3,403
– – 0.09% 66
2020
Q3 		$203K Sell
3,403
-803
-19% -$45.6K 0.06% 81
2020
Q2 		$232K Sell
4,206
-1,407
-25% -$74.5K 0.07% 67
2020
Q1 		$271K Sell
5,613
-30
-0.5% -$1.55K 0.08% 50
2019
Q4 		$299K Sell
5,643
-1,376
-20% -$75.7K 0.09% 36
2019
Q3 		$386K Buy
+7,019
New +$388K 0.14% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geller Advisors's ORCL Position: Q4 2024 in Review

Geller Advisors reduced its Oracle (ORCL) stake by 0.77% in Q4 2024, selling an estimated $10.1K and leaving 7,304 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #58.

Geller Advisors first reported a position in ORCL in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.45M in Q2 2024. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Geller Advisors held 7,304 shares of Oracle worth $1.22M as of Q4 2024.
  • Geller Advisors sold 57 Oracle shares in Q4 2024, an estimated $10.1K.
  • Oracle made up 0.08% of Geller Advisors's portfolio in Q4 2024, its #58 holding.
  • Geller Advisors first reported a position in Oracle in Q3 2019 and has held it in 22 quarters since.
  • Geller Advisors's Oracle position peaked at $1.45M in Q2 2024.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.