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Greenberg Financial Group’s Oracle ORCL Stock Holding History

Greenberg Financial Group’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
Q2 		$264K Buy
1,800
+1,500
+500% +$242K 0.1% 93
2025
Q1 		$44.1K Buy
+300
New +$48.8K 0.02% 115

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Greenberg Financial Group's ORCL Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Oracle (ORCL) in Q4 2025: 5,325 shares worth $1.04M. The stake represents 0.43% of the portfolio and ranks #37 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in ORCL as recently as Q2 2025.

Greenberg Financial Group first reported a position in ORCL in Q1 2025 and has held it in 3 quarters since. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Greenberg Financial Group held 5,325 shares of Oracle worth $1.04M as of Q4 2025.
  • Oracle was a new Greenberg Financial Group position in Q4 2025.
  • Oracle made up 0.43% of Greenberg Financial Group's portfolio in Q4 2025, its #37 holding.
  • Greenberg Financial Group first reported a position in Oracle in Q1 2025 and has held it in 3 quarters since.
  • 3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.