Klein Pavlis & Peasley Financial’s Oracle ORCL Stock Holding History

Klein Pavlis & Peasley Financial’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	-988	Closed	-$278K	–	99
2025 Q3	$278K	Sell	988 -141	-12%	-$35.9K	0.17%	84
2025 Q2	$247K	Sell	1,129 -679	-38%	-$110K	0.16%	67
2025 Q1	$257K	Buy	1,808 +77	+4%	+$12.5K	0.18%	74
2024 Q4	$288K	Sell	1,731 -301	-15%	-$53.5K	0.23%	68
2024 Q3	$346K	Sell	2,032 -70	-3%	-$10.1K	0.28%	68
2024 Q2	$297K	Sell	2,102 -87	-4%	-$10.8K	0.26%	66
2024 Q1	$275K	Sell	2,189 -148	-6%	-$16.9K	0.25%	67
2023 Q4	$246K	Buy	+2,337	New	+$255K	0.23%	69

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Klein Pavlis & Peasley Financial's ORCL Position: Q4 2025 in Review

Klein Pavlis & Peasley Financial sold out of Oracle (ORCL) in Q4 2025, closing a stake of 988 shares — an estimated $278K sold.

Klein Pavlis & Peasley Financial first reported a position in ORCL in Q4 2023 and held it in 8 quarters. The position peaked at $346K in Q3 2024. 3,761 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Klein Pavlis & Peasley Financial reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Klein Pavlis & Peasley Financial sold 988 Oracle shares in Q4 2025, an estimated $278K.
Klein Pavlis & Peasley Financial first reported a position in Oracle in Q4 2023 and held it in 8 quarters.
Klein Pavlis & Peasley Financial's Oracle position peaked at $346K in Q3 2024.
3,761 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q4 2025, filed 14 Jan 2026.