Insight Wealth Strategies’s Oracle ORCL Stock Holding History

Insight Wealth Strategies’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	-18,290	Closed	-$5.14M	–	181
2025 Q3	$5.14M	Sell	18,290 -720	-4%	-$183K	0.61%	47
2025 Q2	$4.16M	Buy	19,010 +192	+1%	+$31K	0.53%	64
2025 Q1	$2.63M	Buy	18,818 +6,640	+55%	+$1.08M	0.35%	81
2024 Q4	$2.03M	Sell	12,178 -1,864	-13%	-$331K	0.27%	93
2024 Q3	$2.39M	Buy	14,042 +6	+0%	+$869	0.32%	85
2024 Q2	$1.98M	Buy	14,036 +450	+3%	+$55.9K	0.28%	92
2024 Q1	$1.71M	Buy	13,586 +651	+5%	+$74.5K	0.25%	104
2023 Q4	$1.36M	Buy	+12,935	New	+$1.41M	0.22%	104

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Insight Wealth Strategies sold out of Oracle (ORCL) in Q4 2025, closing a stake of 18,290 shares — an estimated $5.14M sold.

Insight Wealth Strategies first reported a position in ORCL in Q4 2023 and held it in 8 quarters. The position peaked at $5.14M in Q3 2025. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Insight Wealth Strategies reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Insight Wealth Strategies sold 18,290 Oracle shares in Q4 2025, an estimated $5.14M.
Insight Wealth Strategies first reported a position in Oracle in Q4 2023 and held it in 8 quarters.
Insight Wealth Strategies's Oracle position peaked at $5.14M in Q3 2025.
3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Insight Wealth Strategies's 13F filing for Q4 2025, filed 2 Jan 2026.