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GGM Wealth Advisors’s Oracle ORCL Stock Holding History

GGM 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
Q1 		$4.91M Sell
35,056
-223
-0.6% -$36.3K 2.73% 5
2024
Q4 		$5.88M Sell
35,279
-2,105
-6% -$374K 3.07% 5
2024
Q3 		$6.37M Sell
37,384
-159
-0.4% -$23K 2.74% 7
2024
Q2 		$5.3M Sell
37,543
-284
-0.8% -$35.3K 2.42% 9
2024
Q1 		$4.66M Sell
37,827
-32,357
-46% -$3.7M 2.17% 12
2023
Q4 		$8.05M Buy
70,184
+1,264
+2% +$138K 3.33% 6
2023
Q3 		$7.3M Sell
68,920
-238
-0.3% -$27.5K 3.16% 6
2023
Q2 		$7.94M Sell
69,158
-218
-0.3% -$22.5K 3.22% 6
2023
Q1 		$6.45M Sell
69,376
-374
-0.5% -$32.8K 3.68% 9
2022
Q4 		$5.97M Sell
69,750
-393
-0.6% -$29.9K 3.08% 8
2022
Q3 		$5.13M Buy
70,143
+97
+0.1% +$7.1K 2.77% 11
2022
Q2 		$4.93M Buy
70,046
+100
+0.1% +$7.32K 2.75% 10
2022
Q1 		$5.56M Buy
+69,946
New +$5.66M 2.79% 10

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

GGM Wealth Advisors's ORCL Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Oracle (ORCL) stake by 0.63% in Q1 2025, selling an estimated $36.3K and leaving 35,056 shares worth $4.91M. The position accounts for 2.73% of the portfolio, ranked #5.

GGM Wealth Advisors first reported a position in ORCL in Q1 2022 and has held it in 13 quarters since. The position peaked at $8.05M in Q4 2023. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • GGM Wealth Advisors held 35,056 shares of Oracle worth $4.91M as of Q1 2025.
  • GGM Wealth Advisors sold 223 Oracle shares in Q1 2025, an estimated $36.3K.
  • Oracle made up 2.73% of GGM Wealth Advisors's portfolio in Q1 2025, its #5 holding.
  • GGM Wealth Advisors first reported a position in Oracle in Q1 2022 and has held it in 13 quarters since.
  • GGM Wealth Advisors's Oracle position peaked at $8.05M in Q4 2023.
  • 3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.