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IronOak Wealth’s Oracle ORCL Stock Holding History

IronOak 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
2024
Q4 		$398K Buy
+2,391
New +$425K 0.45% 50

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

IronOak Wealth's ORCL Position: Q4 2024 in Review

IronOak Wealth opened a new position in Oracle (ORCL) in Q4 2024: 2,391 shares worth $398K. The stake represents 0.45% of the portfolio and ranks #50 among its holdings.

3,353 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • IronOak Wealth held 2,391 shares of Oracle worth $398K as of Q4 2024.
  • Oracle was a new IronOak Wealth position in Q4 2024.
  • Oracle made up 0.45% of IronOak Wealth's portfolio in Q4 2024, its #50 holding.
  • 3,353 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.