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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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 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