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Laidlaw Wealth Management’s Oracle ORCL Stock Holding History

Laidlaw 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
2025
Q1 		– Sell
-2,716
Closed -$453K – 123
2024
Q4 		$453K Sell
2,716
-822
-23% -$146K 0.2% 116
2024
Q3 		$603K Sell
3,538
-32
-0.9% -$4.63K 0.3% 96
2024
Q2 		$504K Sell
3,570
-523
-13% -$64.9K 0.28% 101
2024
Q1 		$514K Sell
4,093
-1,346
-25% -$154K 0.29% 104
2023
Q4 		$573K Sell
5,439
-2,303
-30% -$251K 0.21% 114
2023
Q3 		$820K Buy
7,742
+4,083
+112% +$473K 0.27% 94
2023
Q2 		$436K Buy
3,659
+330
+10% +$34.1K 0.09% 215
2023
Q1 		$309K Buy
3,329
+9
+0.3% +$789 0.06% 260
2022
Q4 		$271K Buy
+3,320
New +$252K 0.06% 283
2022
Q2 		– Sell
-2,853
Closed -$236K – 398
2022
Q1 		$236K Sell
2,853
-7
-0.2% -$567 0.04% 342
2021
Q4 		$249K Sell
2,860
-622
-18% -$58.4K 0.04% 340
2021
Q3 		$303K Sell
3,482
-287
-8% -$25.4K 0.08% 190
2021
Q2 		$293K Buy
3,769
+395
+12% +$30.9K 0.08% 198
2021
Q1 		$237K Sell
3,374
-373
-10% -$24.1K 0.08% 188
2020
Q4 		$242K Buy
+3,747
New +$223K 0.05% 309

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Laidlaw Wealth Management's ORCL Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Oracle (ORCL) in Q1 2025, closing a stake of 2,716 shares — an estimated $453K sold.

Laidlaw Wealth Management first reported a position in ORCL in Q4 2020 and held it in 15 quarters. The position peaked at $820K in Q3 2023. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,716 Oracle shares in Q1 2025, an estimated $453K.
  • Laidlaw Wealth Management first reported a position in Oracle in Q4 2020 and held it in 15 quarters.
  • Laidlaw Wealth Management's Oracle position peaked at $820K in Q3 2023.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.