GWM
ORCL icon

Gitterman Wealth Management’s Oracle ORCL Stock Holding History

Gitterman Wealth Management’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 		$364K Buy
1,295
+1,055
+440% +$269K 0.08% 68
2025
Q2 		$52.8K Sell
240
-1,536
-86% -$248K 0.01% 281
2025
Q1 		$248K Buy
+1,776
New +$289K 0.07% 89

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

Gitterman Wealth Management's ORCL Position: Q3 2025 in Review

Gitterman Wealth Management increased its Oracle (ORCL) stake by 440% in Q3 2025, buying an estimated $269K and bringing the position to 1,295 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #68.

Gitterman Wealth Management first reported a position in ORCL in Q1 2025 and has held it in 3 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Gitterman Wealth Management held 1,295 shares of Oracle worth $364K as of Q3 2025.
  • Gitterman Wealth Management bought 1,055 Oracle shares in Q3 2025, an estimated $269K.
  • Oracle made up 0.08% of Gitterman Wealth Management's portfolio in Q3 2025, its #68 holding.
  • Gitterman Wealth Management first reported a position in Oracle in Q1 2025 and has held it in 3 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.