Hel Ved Capital Management’s Oracle ORCL Stock Holding History

Hel Ved Capital Management’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	–	Sell	-19,050	Closed	-$4.85M	–	103
2025 Q2	$4.16M	Buy	+19,050	New	+$3.08M	1.1%	31
2023 Q4	–	Sell	-199,250	Closed	-$21.7M	–	65
2023 Q3	$21.1M	Buy	199,250 +196,750	+7,870%	+$22.8M	6.97%	5
2023 Q2	$298K	Buy	+2,500	New	+$258K	0.11%	29

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Hel Ved Capital Management's ORCL Position: Q3 2025 in Review

Hel Ved Capital Management sold out of Oracle (ORCL) in Q3 2025, closing a stake of 19,050 shares — an estimated $4.85M sold.

Hel Ved Capital Management first reported a position in ORCL in Q2 2023 and held it in 3 quarters. The position peaked at $21.1M in Q3 2023. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

Hel Ved Capital Management reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
Hel Ved Capital Management sold 19,050 Oracle shares in Q3 2025, an estimated $4.85M.
Hel Ved Capital Management first reported a position in Oracle in Q2 2023 and held it in 3 quarters.
Hel Ved Capital Management's Oracle position peaked at $21.1M in Q3 2023.
3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Hel Ved Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.