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Guerra Advisors’s Oracle ORCL Stock Holding History

Guerra Advisors’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 		$3.85M Buy
13,682
+840
+7% +$214K 1.42% 20
2025
Q2 		$2.81M Buy
12,842
+2,030
+19% +$328K 1.33% 22
2025
Q1 		$1.51M Buy
10,812
+2,237
+26% +$364K 0.85% 37
2024
Q4 		$1.43M Buy
+8,575
New +$1.52M 0.79% 30

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

Guerra Advisors's ORCL Position: Q3 2025 in Review

Guerra Advisors increased its Oracle (ORCL) stake by 6.5% in Q3 2025, buying an estimated $214K and bringing the position to 13,682 shares worth $3.85M. The position accounts for 1.42% of the portfolio, ranked #20.

Guerra Advisors first reported a position in ORCL in Q4 2024 and has held it in 4 quarters since. 3,821 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Guerra Advisors held 13,682 shares of Oracle worth $3.85M as of Q3 2025.
  • Guerra Advisors bought 840 Oracle shares in Q3 2025, an estimated $214K.
  • Oracle made up 1.42% of Guerra Advisors's portfolio in Q3 2025, its #20 holding.
  • Guerra Advisors first reported a position in Oracle in Q4 2024 and has held it in 4 quarters since.
  • 3,821 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.