JDM Financial Group’s Oracle ORCL Stock Holding History

JDM Financial Group’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	–	Sell	-21	Closed	-$2.94K	–	295
2025 Q1	$2.94K	Hold	21	–	–	﹤0.01%	233
2024 Q4	$3.5K	Hold	21	–	–	﹤0.01%	234
2024 Q3	$3.58K	Buy	+21	New	+$3.04K	﹤0.01%	227

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

JDM Financial Group's ORCL Position: Q2 2025 in Review

JDM Financial Group sold out of Oracle (ORCL) in Q2 2025, closing a stake of 21 shares — an estimated $2.94K sold.

JDM Financial Group first reported a position in ORCL in Q3 2024 and held it in 3 quarters. The position peaked at $3.58K in Q3 2024. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

JDM Financial Group reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
JDM Financial Group sold 21 Oracle shares in Q2 2025, an estimated $2.94K.
JDM Financial Group first reported a position in Oracle in Q3 2024 and held it in 3 quarters.
JDM Financial Group's Oracle position peaked at $3.58K in Q3 2024.
3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.