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Householder Group Estate & Retirement Specialist’s Oracle ORCL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$109K Sell
655
-1,279
-66% -$227K 0.08% 145
2024
Q3 		$329K Hold
1,934
– – 0.1% 180
2024
Q2 		$273K Buy
1,934
+161
+9% +$20K 0.08% 201
2024
Q1 		$223K Sell
1,773
-479
-21% -$54.8K 0.07% 229
2023
Q4 		$237K Sell
2,252
-24
-1% -$2.62K 0.08% 219
2023
Q3 		$241K Buy
+2,276
New +$263K 0.09% 195
2023
Q1 		$201K Sell
2,167
-583
-21% -$51.1K 0.08% 198
2022
Q4 		$224K Buy
2,750
+584
+27% +$44.4K 0.33% 44
2022
Q3 		$132K Buy
+2,166
New +$159K 0.05% 223

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ORCL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Oracle (ORCL) stake by 66% in Q4 2024, selling an estimated $227K and leaving 655 shares worth $109K. The position accounts for 0.08% of the portfolio, ranked #145.

Householder Group Estate & Retirement Specialist first reported a position in ORCL in Q3 2022 and has held it in 9 quarters since. The position peaked at $329K in Q3 2024. 3,343 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 655 shares of Oracle worth $109K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,279 Oracle shares in Q4 2024, an estimated $227K.
  • Oracle made up 0.08% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #145 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Oracle in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Oracle position peaked at $329K in Q3 2024.
  • 3,343 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.