Lockerman Financial Group’s Oracle ORCL Stock Holding History

Lockerman Financial Group’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	-1,683	Closed	-$473K	–	114
2025 Q3	$473K	Buy	1,683 +183	+12%	+$46.6K	0.6%	43
2025 Q2	$328K	Buy	+1,500	New	+$242K	0.44%	76

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

Lockerman Financial Group's ORCL Position: Q4 2025 in Review

Lockerman Financial Group sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,683 shares — an estimated $473K sold.

Lockerman Financial Group first reported a position in ORCL in Q2 2025 and held it in 2 quarters. The position peaked at $473K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Lockerman Financial Group reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Lockerman Financial Group sold 1,683 Oracle shares in Q4 2025, an estimated $473K.
Lockerman Financial Group first reported a position in Oracle in Q2 2025 and held it in 2 quarters.
Lockerman Financial Group's Oracle position peaked at $473K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.