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KWB Wealth’s Oracle ORCL Stock Holding History

KWB Wealth’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
Q3 		– Sell
-1,710
Closed -$239K – 153
2025
Q2 		$239K Hold
1,710
– – 0.03% 144
2025
Q1 		$285K Hold
1,710
– – 0.03% 127
2024
Q4 		$291K Hold
1,710
– – 0.04% 124
2024
Q3 		$241K Hold
1,710
– – 0.03% 119
2024
Q2 		$215K Hold
1,710
– – 0.03% 125
2024
Q1 		$215K Buy
+1,710
New +$196K 0.03% 125
2023
Q4 		– Sell
-2,008
Closed -$239K – 135
2023
Q3 		$239K Hold
2,008
– – 0.04% 114
2023
Q2 		$239K Buy
+2,008
New +$208K 0.04% 115

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KWB Wealth's ORCL Position: Q3 2025 in Review

KWB Wealth sold out of Oracle (ORCL) in Q3 2025, closing a stake of 1,710 shares — an estimated $239K sold.

KWB Wealth first reported a position in ORCL in Q2 2023 and held it in 8 quarters. The position peaked at $291K in Q4 2024. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • KWB Wealth reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • KWB Wealth sold 1,710 Oracle shares in Q3 2025, an estimated $239K.
  • KWB Wealth first reported a position in Oracle in Q2 2023 and held it in 8 quarters.
  • KWB Wealth's Oracle position peaked at $291K in Q4 2024.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on KWB Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.