Index Fund Advisors’s Oracle ORCL Stock Holding History

Index Fund Advisors’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	–	Sell	-3,628	Closed	-$605K	–	105
2024 Q4	$605K	Hold	3,628	–	–	0.03%	54
2024 Q3	$618K	Hold	3,628	–	–	0.03%	52
2024 Q2	$512K	Hold	3,628	–	–	0.03%	61
2024 Q1	$456K	Sell	3,628 -100	-3%	-$11.4K	0.03%	64
2023 Q4	$393K	Sell	3,728 -240	-6%	-$26.2K	0.02%	58
2023 Q3	$420K	Hold	3,968	–	–	0.03%	58
2023 Q2	$473K	Hold	3,968	–	–	0.03%	55
2023 Q1	$369K	Sell	3,968 -7	-0.2%	-$614	0.03%	65
2022 Q4	$325K	Sell	3,975 -2,028	-34%	-$154K	0.02%	63
2022 Q3	$367K	Hold	6,003	–	–	0.03%	59
2022 Q2	$419K	Buy	6,003 +3,393	+130%	+$248K	0.03%	54
2022 Q1	$216K	Buy	2,610 +163	+7%	+$13.2K	0.02%	92
2021 Q4	$213K	Buy	+2,447	New	+$230K	0.02%	92

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Index Fund Advisors's ORCL Position: Q1 2025 in Review

Index Fund Advisors sold out of Oracle (ORCL) in Q1 2025, closing a stake of 3,628 shares — an estimated $605K sold.

Index Fund Advisors first reported a position in ORCL in Q4 2021 and held it in 13 quarters. The position peaked at $618K in Q3 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

Index Fund Advisors reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
Index Fund Advisors sold 3,628 Oracle shares in Q1 2025, an estimated $605K.
Index Fund Advisors first reported a position in Oracle in Q4 2021 and held it in 13 quarters.
Index Fund Advisors's Oracle position peaked at $618K in Q3 2024.
3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Index Fund Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.