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Impact Asset Management’s Oracle ORCL Stock Holding History

Impact Asset 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
Q1 		$3.75M Hold
26,790
– – 1.47% 32
2024
Q4 		$4.46M Buy
26,790
+1,890
+8% +$336K 1.76% 29
2024
Q3 		$4.24M Buy
+24,900
New +$3.61M 1.63% 32

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Impact Asset Management's ORCL Position: Q1 2025 in Review

Impact Asset Management held its Oracle (ORCL) position steady in Q1 2025 at 26,790 shares worth $3.75M. The position accounts for 1.47% of the portfolio, ranked #32.

Impact Asset Management first reported a position in ORCL in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.46M in Q4 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Impact Asset Management held 26,790 shares of Oracle worth $3.75M as of Q1 2025.
  • Impact Asset Management left its Oracle share count unchanged in Q1 2025.
  • Oracle made up 1.47% of Impact Asset Management's portfolio in Q1 2025, its #32 holding.
  • Impact Asset Management first reported a position in Oracle in Q3 2024 and has held it in 3 quarters since.
  • Impact Asset Management's Oracle position peaked at $4.46M in Q4 2024.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.