Hohimer Wealth Management’s Oracle ORCL Stock Holding History

Hohimer 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 Q4	–	Sell	-815	Closed	-$229K	–	362
2025 Q3	$229K	Buy	+815	New	+$208K	0.03%	247
2025 Q1	–	Sell	-25,470	Closed	-$4.24M	–	277
2024 Q4	$4.24M	Buy	25,470 +163	+0.6%	+$29K	0.8%	38
2024 Q3	$4.31M	Buy	25,307 +431	+2%	+$62.4K	0.93%	37
2024 Q2	$3.51M	Sell	24,876 -1,459	-6%	-$181K	0.82%	43
2024 Q1	$3.31M	Buy	+26,335	New	+$3.01M	0.78%	47

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Norges Bank Oslo, Norway $1T AUM

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

Hohimer Wealth Management's ORCL Position: Q4 2025 in Review

Hohimer Wealth Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 815 shares — an estimated $229K sold.

Hohimer Wealth Management first reported a position in ORCL in Q1 2024 and held it in 5 quarters. The position peaked at $4.31M in Q3 2024. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Hohimer Wealth Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Hohimer Wealth Management sold 815 Oracle shares in Q4 2025, an estimated $229K.
Hohimer Wealth Management first reported a position in Oracle in Q1 2024 and held it in 5 quarters.
Hohimer Wealth Management's Oracle position peaked at $4.31M in Q3 2024.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Hohimer Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.