IronBridge Private Wealth’s Oracle ORCL Stock Holding History

IronBridge Private 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	-985	Closed	-$277K	–	47
2025 Q3	$277K	Buy	985 +13	+1%	+$3.31K	0.09%	41
2025 Q2	$213K	Buy	+972	New	+$157K	0.07%	38
2025 Q1	–	Sell	-1,323	Closed	-$221K	–	57
2024 Q4	$221K	Buy	1,323 +14	+1%	+$2.49K	0.08%	48
2024 Q3	$223K	Buy	+1,309	New	+$190K	0.08%	44
2022 Q1	–	Sell	-101	Closed	-$9K	–	219
2021 Q4	$9K	Buy	101 +1	+1%	+$94	﹤0.01%	186
2021 Q3	$9K	Hold	100	–	–	﹤0.01%	160
2021 Q2	$8K	Buy	+100	New	+$7.83K	﹤0.01%	174

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IronBridge Private Wealth's ORCL Position: Q4 2025 in Review

IronBridge Private Wealth sold out of Oracle (ORCL) in Q4 2025, closing a stake of 985 shares — an estimated $277K sold.

IronBridge Private Wealth first reported a position in ORCL in Q2 2021 and held it in 7 quarters. The position peaked at $277K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

IronBridge Private Wealth reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
IronBridge Private Wealth sold 985 Oracle shares in Q4 2025, an estimated $277K.
IronBridge Private Wealth first reported a position in Oracle in Q2 2021 and held it in 7 quarters.
IronBridge Private Wealth's Oracle position peaked at $277K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on IronBridge Private Wealth's 13F filing for Q4 2025, filed 23 Feb 2026.