IRON Financial’s Oracle ORCL Stock Holding History

IRON Financial’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	-966	Closed	-$272K	–	146
2025 Q3	$272K	Buy	+966	New	+$246K	0.13%	96
2023 Q3	–	Sell	-2,651	Closed	-$316K	–	113
2023 Q2	$316K	Sell	2,651 -30	-1%	-$3.1K	0.17%	69
2023 Q1	$249K	Buy	+2,681	New	+$235K	0.14%	78

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

IRON Financial's ORCL Position: Q4 2025 in Review

IRON Financial sold out of Oracle (ORCL) in Q4 2025, closing a stake of 966 shares — an estimated $272K sold.

IRON Financial first reported a position in ORCL in Q1 2023 and held it in 3 quarters. The position peaked at $316K in Q2 2023. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

IRON Financial reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
IRON Financial sold 966 Oracle shares in Q4 2025, an estimated $272K.
IRON Financial first reported a position in Oracle in Q1 2023 and held it in 3 quarters.
IRON Financial's Oracle position peaked at $316K in Q2 2023.
3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on IRON Financial's 13F filing for Q4 2025, filed 22 Jan 2026.