J.M. Forbes & Co’s Oracle ORCL Stock Holding History

J.M. Forbes & Co’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
2026 Q1	$353K	Hold	2,402	–	–	0.03%	118
2025 Q4	$468K	Sell	2,402 -722	-23%	-$172K	0.04%	108
2025 Q3	$879K	Buy	3,124 +22	+0.7%	+$5.6K	0.07%	83
2025 Q2	$678K	Hold	3,102	–	–	0.06%	88
2025 Q1	$434K	Hold	3,102	–	–	0.04%	108
2024 Q4	$517K	Buy	3,102 +944	+44%	+$168K	0.05%	101
2024 Q3	$368K	Buy	2,158 +532	+33%	+$77.1K	0.04%	113
2024 Q2	$230K	Hold	1,626	–	–	0.02%	129
2024 Q1	$204K	Buy	+1,626	New	+$186K	0.02%	129
2020 Q1	–	Sell	-128,423	Closed	-$6.8M	–	103
2019 Q4	$6.8M	Buy	128,423 +12,890	+11%	+$710K	1.11%	42
2019 Q3	$6.36M	Buy	+115,533	New	+$6.38M	1.22%	38
2018 Q1	–	Sell	-4,350	Closed	-$206K	–	110
2017 Q4	$206K	Buy	+4,350	New	+$213K	0.05%	101
2015 Q4	–	Sell	-143,291	Closed	-$5.17M	–	102
2015 Q3	$5.17M	Sell	143,291 -315	-0.2%	-$12.1K	1.47%	35
2015 Q2	$5.79M	Sell	143,606 -3,237	-2%	-$140K	1.56%	34
2015 Q1	$6.34M	Sell	146,843 -2,697	-2%	-$117K	1.68%	32
2014 Q4	$6.58M	Buy	+149,540	New	+$6.09M	1.72%	30

Other funds holding ORCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

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

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