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Kiely Wealth Advisory Group’s Oracle ORCL Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$268K Hold
1,500
– – 0.17% 51
2024
Q3 		$286K Hold
1,500
– – 0.18% 49
2024
Q2 		$193K Hold
1,500
– – 0.11% 45
2024
Q1 		$175K Hold
1,500
– – 0.1% 47
2023
Q4 		$173K Buy
+1,500
New +$164K 0.1% 51

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kiely Wealth Advisory Group's ORCL Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Oracle (ORCL) position steady in Q4 2024 at 1,500 shares worth $268K. The position accounts for 0.17% of the portfolio, ranked #51.

Kiely Wealth Advisory Group first reported a position in ORCL in Q4 2023 and has held it in 5 quarters since. The position peaked at $286K in Q3 2024. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,500 shares of Oracle worth $268K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Oracle share count unchanged in Q4 2024.
  • Oracle made up 0.17% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #51 holding.
  • Kiely Wealth Advisory Group first reported a position in Oracle in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Oracle position peaked at $286K in Q3 2024.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.