GP
ORCL icon

Geneva Partners’s Oracle ORCL Stock Holding History

Geneva Partners’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
Q1 		– Sell
-30,060
Closed -$5.01M – 73
2024
Q4 		$5.01M Buy
30,060
+15,853
+112% +$2.82M 2.03% 17
2024
Q3 		$2.42M Buy
+14,207
New +$2.06M 1.05% 30
2023
Q3 		– Sell
-9,230
Closed -$1.1M – 76
2023
Q2 		$1.1M Buy
+9,230
New +$954K 0.72% 39

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geneva Partners's ORCL Position: Q1 2025 in Review

Geneva Partners sold out of Oracle (ORCL) in Q1 2025, closing a stake of 30,060 shares — an estimated $5.01M sold.

Geneva Partners first reported a position in ORCL in Q2 2023 and held it in 3 quarters. The position peaked at $5.01M in Q4 2024. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Geneva Partners reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • Geneva Partners sold 30,060 Oracle shares in Q1 2025, an estimated $5.01M.
  • Geneva Partners first reported a position in Oracle in Q2 2023 and held it in 3 quarters.
  • Geneva Partners's Oracle position peaked at $5.01M in Q4 2024.
  • 3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Geneva Partners's 13F filing for Q1 2025, filed 30 Apr 2025.