Instrumental Wealth’s Oracle ORCL Stock Holding History

Instrumental Wealth’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	-1,116	Closed	-$287K	–	80
2025 Q3	$287K	Buy	1,116 +147	+15%	+$37.4K	0.2%	50
2025 Q2	$228K	Buy	+969	New	+$156K	0.18%	52

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

Instrumental Wealth's ORCL Position: Q4 2025 in Review

Instrumental Wealth sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,116 shares — an estimated $287K sold.

Instrumental Wealth first reported a position in ORCL in Q2 2025 and held it in 2 quarters. The position peaked at $287K in Q3 2025. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Instrumental Wealth reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Instrumental Wealth sold 1,116 Oracle shares in Q4 2025, an estimated $287K.
Instrumental Wealth first reported a position in Oracle in Q2 2025 and held it in 2 quarters.
Instrumental Wealth's Oracle position peaked at $287K in Q3 2025.
3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Instrumental Wealth's 13F filing for Q4 2025, filed 27 Feb 2026.