Idaho Trust Bank’s Oracle ORCL Stock Holding History

Idaho Trust Bank’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	-1,163	Closed	-$327K	–	107
2025 Q3	$327K	Sell	1,163 -88	-7%	-$22.4K	0.11%	83
2025 Q2	$274K	Buy	+1,251	New	+$202K	0.1%	92
2024 Q2	–	Sell	-1,696	Closed	-$213K	–	119
2024 Q1	$213K	Buy	+1,696	New	+$194K	0.21%	88

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

Idaho Trust Bank's ORCL Position: Q4 2025 in Review

Idaho Trust Bank sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,163 shares — an estimated $327K sold.

Idaho Trust Bank first reported a position in ORCL in Q1 2024 and held it in 3 quarters. The position peaked at $327K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Idaho Trust Bank reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Idaho Trust Bank sold 1,163 Oracle shares in Q4 2025, an estimated $327K.
Idaho Trust Bank first reported a position in Oracle in Q1 2024 and held it in 3 quarters.
Idaho Trust Bank's Oracle position peaked at $327K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Idaho Trust Bank's 13F filing for Q4 2025, filed 5 Feb 2026.