Hurlow Wealth Management Group’s Oracle ORCL Stock Holding History

Hurlow Wealth Management Group’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	-4,250	Closed	-$929K	–	126
2025 Q2	$929K	Buy	4,250 +101	+2%	+$16.3K	0.26%	42
2025 Q1	$580K	Hold	4,149	–	–	0.18%	51
2024 Q4	$691K	Buy	4,149 +70	+2%	+$12.4K	0.22%	46
2024 Q3	$695K	Hold	4,079	–	–	0.22%	44
2024 Q2	$576K	Hold	4,079	–	–	0.2%	54
2024 Q1	$512K	Hold	4,079	–	–	0.18%	64
2023 Q4	$430K	Sell	4,079 -1	-0%	-$109	0.16%	69
2023 Q3	$432K	Hold	4,080	–	–	0.19%	67
2023 Q2	$486K	Sell	4,080 -2	-0%	-$207	0.21%	61
2023 Q1	$379K	Buy	4,082 +4	+0.1%	+$351	0.18%	72
2022 Q4	$333K	Buy	4,078 +50	+1%	+$3.8K	0.17%	74
2022 Q3	$246K	Buy	4,028 +28	+0.7%	+$2.05K	0.14%	83
2022 Q2	$279K	Hold	4,000	–	–	0.16%	76
2022 Q1	$331K	Hold	4,000	–	–	0.2%	68
2021 Q4	$242K	Hold	4,000	–	–	0.19%	79
2021 Q3	$349K	Hold	4,000	–	–	0.21%	68
2021 Q2	$311K	Hold	4,000	–	–	0.2%	71
2021 Q1	$281K	Hold	4,000	–	–	0.2%	79
2020 Q4	$259K	Hold	4,000	–	–	0.2%	77
2020 Q3	$239K	Hold	4,000	–	–	0.22%	75
2020 Q2	$228K	Hold	4,000	–	–	0.22%	80
2020 Q1	$213K	Hold	4,000	–	–	0.23%	82
2019 Q4	$219K	Hold	4,000	–	–	0.21%	90
2019 Q3	$226K	Hold	4,000	–	–	0.24%	85
2019 Q2	$235K	Hold	4,000	–	–	0.25%	84
2019 Q1	$221K	Buy	+4,000	New	+$204K	0.24%	87

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Hurlow Wealth Management Group's ORCL Position: Q3 2025 in Review

Hurlow Wealth Management Group sold out of Oracle (ORCL) in Q3 2025, closing a stake of 4,250 shares — an estimated $929K sold.

Hurlow Wealth Management Group first reported a position in ORCL in Q1 2019 and held it in 26 quarters. The position peaked at $929K in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

Hurlow Wealth Management Group reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
Hurlow Wealth Management Group sold 4,250 Oracle shares in Q3 2025, an estimated $929K.
Hurlow Wealth Management Group first reported a position in Oracle in Q1 2019 and held it in 26 quarters.
Hurlow Wealth Management Group's Oracle position peaked at $929K in Q2 2025.
3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2025, filed 5 Nov 2025.