Gries Financial’s Oracle ORCL Stock Holding History

Gries Financial’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	$2.68M	Buy	9,516 +481	+5%	+$122K	0.42%	43
2025 Q2	$1.98M	Buy	9,035 +1,705	+23%	+$275K	0.36%	59
2025 Q1	$1.02M	Sell	7,330 -92	-1%	-$15K	0.2%	116
2024 Q4	$1.24M	Sell	7,422 -470	-6%	-$83.5K	0.22%	107
2024 Q3	$1.34M	Buy	7,892 +137	+2%	+$19.8K	0.25%	98
2024 Q2	$1.1M	Sell	7,755 -1,448	-16%	-$180K	0.23%	103
2024 Q1	$1.16M	Buy	9,203 +806	+10%	+$92.3K	0.19%	116
2023 Q4	$885K	Buy	8,397 +609	+8%	+$66.5K	0.19%	98
2023 Q3	$825K	Buy	7,788 +280	+4%	+$32.4K	0.22%	94
2023 Q2	$894K	Sell	7,508 -23,709	-76%	-$2.45M	0.25%	86
2023 Q1	$2.9M	Sell	31,217 -2,988	-9%	-$262K	0.86%	23
2022 Q4	$2.8M	Buy	34,205 +8,601	+34%	+$654K	0.93%	32
2022 Q3	$1.56M	Buy	25,604 +763	+3%	+$55.9K	0.66%	42
2022 Q2	$1.74M	Sell	24,841 -7,994	-24%	-$585K	0.83%	37
2022 Q1	$2.72M	Buy	32,835 +19,185	+141%	+$1.55M	1%	23
2021 Q4	$1.19M	Sell	13,650 -7,901	-37%	-$742K	0.49%	55
2021 Q3	$1.88M	Sell	21,551 -15,190	-41%	-$1.34M	0.59%	49
2021 Q2	$3.31M	Sell	36,741 -6,983	-16%	-$547K	1.06%	18
2021 Q1	$3.42M	Buy	+43,724	New	+$2.83M	1.09%	20

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return