Iron Horse Wealth Management’s Oracle ORCL Stock Holding History

Iron Horse Wealth Management’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 Q2	$39.1K	Sell	179 -25	-12%	-$4.04K	0.01%	155
2025 Q1	$28.5K	Buy	204 +151	+285%	+$24.6K	0.01%	167
2024 Q4	$8.83K	Hold	53	–	–	﹤0.01%	253
2024 Q3	$9.03K	Buy	53 +30	+130%	+$4.34K	﹤0.01%	245
2024 Q2	$3.25K	Hold	23	–	–	﹤0.01%	311
2024 Q1	$2.89K	Buy	+23	New	+$2.63K	﹤0.01%	306

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Iron Horse Wealth Management's ORCL Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Oracle (ORCL) stake by 12% in Q2 2025, selling an estimated $4.04K and leaving 179 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #155.

Iron Horse Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 6 quarters since. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Iron Horse Wealth Management held 179 shares of Oracle worth $39.1K as of Q2 2025.
Iron Horse Wealth Management sold 25 Oracle shares in Q2 2025, an estimated $4.04K.
Oracle made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #155 holding.
Iron Horse Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 6 quarters since.
3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.