Guardian Wealth Management (Illinois)’s Oracle ORCL Stock Holding History

Guardian Wealth Management (Illinois)’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	–	Sell	-176	Closed	-$24.7K	–	155
2025 Q1	$24.7K	Hold	176	–	–	0.02%	128
2024 Q4	$29.4K	Hold	176	–	–	0.02%	136
2024 Q3	$30K	Hold	176	–	–	0.02%	132
2024 Q2	$24.8K	Buy	176 +1	+0.6%	+$124	0.02%	132
2024 Q1	$22K	Buy	175 +1	+0.6%	+$114	0.02%	134
2023 Q4	$18.4K	Hold	174	–	–	0.02%	139
2023 Q3	$18.4K	Buy	174 +1	+0.6%	+$116	0.02%	140
2023 Q2	$20.6K	Buy	173 +1	+0.6%	+$103	0.02%	136
2023 Q1	$16K	Hold	172	–	–	0.02%	143
2022 Q4	$14K	Buy	172 +1	+0.6%	+$76	0.01%	154
2022 Q3	$10K	Buy	171 +1	+0.6%	+$73	0.01%	161
2022 Q2	$12K	Hold	170	–	–	0.01%	155
2022 Q1	$14K	Buy	170 +1	+0.6%	+$81	0.01%	164
2021 Q4	$15K	Buy	+169	New	+$15.9K	0.01%	160

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s ORCL Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Oracle (ORCL) in Q2 2025, closing a stake of 176 shares — an estimated $24.7K sold.

Guardian Wealth Management (Illinois) first reported a position in ORCL in Q4 2021 and held it in 14 quarters. The position peaked at $30K in Q3 2024. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 176 Oracle shares in Q2 2025, an estimated $24.7K.
Guardian Wealth Management (Illinois) first reported a position in Oracle in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Oracle position peaked at $30K in Q3 2024.
3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.