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Hemington Wealth Management’s Oracle ORCL Stock Holding History

Hemington Wealth 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 		$597K Buy
2,126
+88
+4% +$22.4K 0.08% 73
2025
Q2 		$445K Buy
2,038
+200
+11% +$32.3K 0.06% 84
2025
Q1 		$256K Buy
1,838
+54
+3% +$8.79K 0.04% 109
2024
Q4 		$297K Buy
1,784
+203
+13% +$36.1K 0.07% 95
2024
Q3 		$265K Sell
1,581
-289
-15% -$41.9K 0.07% 99
2024
Q2 		$264K Buy
1,870
+105
+6% +$13K 0.09% 96
2024
Q1 		$222K Buy
+1,765
New +$202K 0.08% 104

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

Hemington Wealth Management's ORCL Position: Q3 2025 in Review

Hemington Wealth Management increased its Oracle (ORCL) stake by 4.3% in Q3 2025, buying an estimated $22.4K and bringing the position to 2,126 shares worth $597K. The position accounts for 0.08% of the portfolio, ranked #73.

Hemington Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 7 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Hemington Wealth Management held 2,126 shares of Oracle worth $597K as of Q3 2025.
  • Hemington Wealth Management bought 88 Oracle shares in Q3 2025, an estimated $22.4K.
  • Oracle made up 0.08% of Hemington Wealth Management's portfolio in Q3 2025, its #73 holding.
  • Hemington Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 7 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.