Lee-Kelleher Wealth Management’s Oracle ORCL Stock Holding History

Lee-Kelleher 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 Q4	–	Sell	-715	Closed	-$201K	–	44
2025 Q3	$201K	Buy	+715	New	+$182K	0.12%	39

Other funds holding ORCL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lee-Kelleher Wealth Management's ORCL Position: Q4 2025 in Review

Lee-Kelleher Wealth Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 715 shares — an estimated $201K sold.

Lee-Kelleher Wealth Management first reported a position in ORCL in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Lee-Kelleher Wealth Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Lee-Kelleher Wealth Management sold 715 Oracle shares in Q4 2025, an estimated $201K.
Lee-Kelleher Wealth Management first reported a position in Oracle in Q3 2025 and held it in 1 quarter.
Lee-Kelleher Wealth Management's Oracle position peaked at $201K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Lee-Kelleher Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.