InceptionR’s Oracle ORCL Stock Holding History

InceptionR’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 Q2	–	Sell	-5,239	Closed	-$732K	–	800
2025 Q1	$732K	Buy	5,239 +2,705	+107%	+$440K	0.22%	172
2024 Q4	$422K	Buy	+2,534	New	+$450K	0.09%	376
2023 Q2	–	Sell	-3,202	Closed	-$298K	–	573
2023 Q1	$298K	Buy	+3,202	New	+$281K	0.1%	345

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

InceptionR's ORCL Position: Q2 2025 in Review

InceptionR sold out of Oracle (ORCL) in Q2 2025, closing a stake of 5,239 shares — an estimated $732K sold.

InceptionR first reported a position in ORCL in Q1 2023 and held it in 3 quarters. The position peaked at $732K in Q1 2025. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

InceptionR reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
InceptionR sold 5,239 Oracle shares in Q2 2025, an estimated $732K.
InceptionR first reported a position in Oracle in Q1 2023 and held it in 3 quarters.
InceptionR's Oracle position peaked at $732K in Q1 2025.
3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on InceptionR's 13F filing for Q2 2025, filed 12 Aug 2025.