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Graybill Wealth Management’s Oracle ORCL Stock Holding History

Graybill 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
Q4 		– Sell
-865
Closed -$243K – 82
2025
Q3 		$243K Sell
865
-50
-5% -$12.7K 0.07% 79
2025
Q2 		$200K Buy
915
+635
+227% +$103K 0.07% 78
2025
Q1 		$39.1K Buy
+280
New +$45.6K 0.01% 105
2014
Q3 		– Sell
-53,421
Closed -$2.17M – 52
2014
Q2 		$2.17M Sell
53,421
-70
-0.1% -$2.88K 1.67% 39
2014
Q1 		$2.19M Buy
53,491
+691
+1% +$26.3K 1.8% 34
2013
Q4 		$2.02M Sell
52,800
-188
-0.4% -$6.46K 1.77% 39
2013
Q3 		$1.76M Sell
52,988
-1,847
-3% -$59.9K 1.5% 42
2013
Q2 		$1.68M Buy
+54,835
New +$1.82M 1.51% 42

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Graybill Wealth Management's ORCL Position: Q4 2025 in Review

Graybill Wealth Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 865 shares — an estimated $243K sold.

Graybill Wealth Management first reported a position in ORCL in Q2 2013 and held it in 8 quarters. The position peaked at $2.19M in Q1 2014. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Graybill Wealth Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 865 Oracle shares in Q4 2025, an estimated $243K.
  • Graybill Wealth Management first reported a position in Oracle in Q2 2013 and held it in 8 quarters.
  • Graybill Wealth Management's Oracle position peaked at $2.19M in Q1 2014.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Graybill Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.