GC
ORCL icon

Gilbert & Cook’s Oracle ORCL Stock Holding History

Gilbert & Cook’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
-3,215
Closed -$536K – 212
2024
Q4 		$536K Buy
3,215
+43
+1% +$7.64K 0.08% 131
2024
Q3 		$541K Buy
3,172
+5
+0.2% +$724 0.07% 124
2024
Q2 		$447K Sell
3,167
-245
-7% -$30.4K 0.07% 137
2024
Q1 		$429K Buy
3,412
+5
+0.1% +$572 0.06% 160
2023
Q4 		$359K Buy
+3,407
New +$372K 0.05% 174

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

Gilbert & Cook's ORCL Position: Q1 2025 in Review

Gilbert & Cook sold out of Oracle (ORCL) in Q1 2025, closing a stake of 3,215 shares — an estimated $536K sold.

Gilbert & Cook first reported a position in ORCL in Q4 2023 and held it in 5 quarters. The position peaked at $541K in Q3 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Gilbert & Cook reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • Gilbert & Cook sold 3,215 Oracle shares in Q1 2025, an estimated $536K.
  • Gilbert & Cook first reported a position in Oracle in Q4 2023 and held it in 5 quarters.
  • Gilbert & Cook's Oracle position peaked at $541K in Q3 2024.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Gilbert & Cook's 13F filing for Q1 2025, filed 6 May 2025.