Heck Capital Advisors’s Oracle ORCL Stock Holding History

Heck Capital 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 Q1	–	Sell	-1,481	Closed	-$247K	–	616
2024 Q4	$247K	Buy	+1,481	New	+$263K	0.01%	244

Other funds holding ORCL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Heck Capital Advisors's ORCL Position: Q1 2025 in Review

Heck Capital Advisors sold out of Oracle (ORCL) in Q1 2025, closing a stake of 1,481 shares — an estimated $247K sold.

Heck Capital Advisors first reported a position in ORCL in Q4 2024 and held it in 1 quarter. The position peaked at $247K in Q4 2024. 3,252 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

Heck Capital Advisors reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1,481 Oracle shares in Q1 2025, an estimated $247K.
Heck Capital Advisors first reported a position in Oracle in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Oracle position peaked at $247K in Q4 2024.
3,252 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.