LGWM
ORCL icon

Litman Gregory Wealth Management’s Oracle ORCL Stock Holding History

Litman Gregory 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 		$1.75K Buy
+9
New +$2.14K ﹤0.01% 305
2018
Q2 		– Sell
-275
Closed -$13K – 148
2018
Q1 		$13K Buy
+275
New +$13.7K 0.01% 135

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Litman Gregory Wealth Management's ORCL Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Oracle (ORCL) in Q4 2025: 9 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in ORCL as recently as Q1 2018.

Litman Gregory Wealth Management first reported a position in ORCL in Q1 2018 and has held it in 2 quarters since. The position peaked at $13K in Q1 2018. 3,773 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Litman Gregory Wealth Management held 9 shares of Oracle worth $1.75K as of Q4 2025.
  • Oracle was a new Litman Gregory Wealth Management position in Q4 2025.
  • Oracle made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #305 holding.
  • Litman Gregory Wealth Management first reported a position in Oracle in Q1 2018 and has held it in 2 quarters since.
  • Litman Gregory Wealth Management's Oracle position peaked at $13K in Q1 2018.
  • 3,773 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.