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Kolinsky Wealth Management’s Oracle ORCL Stock Holding History

Kolinsky Wealth Management’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 		$483K Buy
2,898
+105
+4% +$18.7K 0.29% 66
2024
Q3 		$476K Buy
2,793
+290
+12% +$42K 0.31% 72
2024
Q2 		$353K Sell
2,503
-213
-8% -$26.5K 0.25% 88
2024
Q1 		$341K Sell
2,716
-1,005
-27% -$115K 0.26% 93
2023
Q4 		$392K Sell
3,721
-124
-3% -$13.5K 0.35% 71
2023
Q3 		$407K Sell
3,845
-84
-2% -$9.72K 0.4% 61
2023
Q2 		$463K Buy
3,929
+169
+4% +$17.5K 0.44% 56
2023
Q1 		$349K Buy
3,760
+172
+5% +$15.1K 0.37% 66
2022
Q4 		$293K Sell
3,588
-521
-13% -$39.6K 0.33% 79
2022
Q3 		$251K Buy
4,109
+248
+6% +$18.2K 0.31% 84
2022
Q2 		$270K Buy
3,861
+264
+7% +$19.3K 0.32% 81
2022
Q1 		$298K Buy
3,597
+485
+16% +$39.3K 0.29% 84
2021
Q4 		$271K Buy
+3,112
New +$292K 0.25% 107

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

Kolinsky Wealth Management's ORCL Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Oracle (ORCL) stake by 3.8% in Q4 2024, buying an estimated $18.7K and bringing the position to 2,898 shares worth $483K. The position accounts for 0.29% of the portfolio, ranked #66.

Kolinsky Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 13 quarters since. 3,353 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Kolinsky Wealth Management held 2,898 shares of Oracle worth $483K as of Q4 2024.
  • Kolinsky Wealth Management bought 105 Oracle shares in Q4 2024, an estimated $18.7K.
  • Oracle made up 0.29% of Kolinsky Wealth Management's portfolio in Q4 2024, its #66 holding.
  • Kolinsky Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 13 quarters since.
  • 3,353 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.