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Live Oak Private Wealth’s Oracle ORCL Stock Holding History

Live Oak Private 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
-50,920
Closed -$11.1M – 199
2025
Q2 		$11.1M Sell
50,920
-10,513
-17% -$1.7M 1.66% 15
2025
Q1 		$8.59M Buy
61,433
+9,390
+18% +$1.53M 1.39% 25
2024
Q4 		$8.67M Sell
52,043
-1,023
-2% -$182K 1.46% 21
2024
Q3 		$9.04M Buy
53,066
+6,915
+15% +$1M 1.47% 22
2024
Q2 		$6.52M Buy
46,151
+680
+1% +$84.4K 1.12% 32
2024
Q1 		$5.71M Buy
45,471
+1,087
+2% +$124K 0.99% 42
2023
Q4 		$4.68M Buy
+44,384
New +$4.84M 0.88% 46

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

Live Oak Private Wealth's ORCL Position: Q3 2025 in Review

Live Oak Private Wealth sold out of Oracle (ORCL) in Q3 2025, closing a stake of 50,920 shares — an estimated $11.1M sold.

Live Oak Private Wealth first reported a position in ORCL in Q4 2023 and held it in 7 quarters. The position peaked at $11.1M in Q2 2025. 3,821 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Live Oak Private Wealth reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Live Oak Private Wealth sold 50,920 Oracle shares in Q3 2025, an estimated $11.1M.
  • Live Oak Private Wealth first reported a position in Oracle in Q4 2023 and held it in 7 quarters.
  • Live Oak Private Wealth's Oracle position peaked at $11.1M in Q2 2025.
  • 3,821 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Live Oak Private Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.