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Insight Wealth Partners’s Oracle ORCL Stock Holding History

Insight Wealth Partners’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
-974
Closed -$274K – 123
2025
Q3 		$274K Sell
974
-12
-1% -$3.06K 0.08% 97
2025
Q2 		$216K Buy
+986
New +$159K 0.08% 103
2024
Q4 		– Sell
-1,212
Closed -$207K – 101
2024
Q3 		$207K Sell
1,212
-564
-32% -$81.7K 0.04% 98
2024
Q2 		$251K Buy
1,776
+135
+8% +$16.8K 0.04% 81
2024
Q1 		$206K Buy
+1,641
New +$188K 0.04% 86

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Insight Wealth Partners's ORCL Position: Q4 2025 in Review

Insight Wealth Partners sold out of Oracle (ORCL) in Q4 2025, closing a stake of 974 shares — an estimated $274K sold.

Insight Wealth Partners first reported a position in ORCL in Q1 2024 and held it in 5 quarters. The position peaked at $274K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Insight Wealth Partners reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Insight Wealth Partners sold 974 Oracle shares in Q4 2025, an estimated $274K.
  • Insight Wealth Partners first reported a position in Oracle in Q1 2024 and held it in 5 quarters.
  • Insight Wealth Partners's Oracle position peaked at $274K in Q3 2025.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Insight Wealth Partners's 13F filing for Q4 2025, filed 17 Feb 2026.