Lowe Wealth Advisors’s Oracle ORCL Stock Holding History

Lowe Wealth Advisors’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	$56.2K	Hold	200	–	–	0.02%	135
2025 Q2	$43.7K	Hold	200	–	–	0.02%	153
2025 Q1	$28K	Hold	200	–	–	0.01%	172
2024 Q4	$33.3K	Hold	200	–	–	0.01%	154
2024 Q3	$34.1K	Hold	200	–	–	0.01%	145
2024 Q2	$28.2K	Hold	200	–	–	0.01%	152
2024 Q1	$25.1K	Hold	200	–	–	0.01%	152
2023 Q4	$21.1K	Hold	200	–	–	0.01%	157
2023 Q3	$21.2K	Hold	200	–	–	0.01%	148
2023 Q2	$23.8K	Hold	200	–	–	0.01%	148
2023 Q1	$18.6K	Hold	200	–	–	0.01%	157
2022 Q4	$16.3K	Hold	200	–	–	0.01%	170
2022 Q3	$12K	Hold	200	–	–	0.01%	189
2022 Q2	$14K	Hold	200	–	–	0.01%	165
2022 Q1	$17K	Hold	200	–	–	0.01%	163
2021 Q4	$17K	Hold	200	–	–	0.01%	159
2021 Q3	$17K	Hold	200	–	–	0.01%	152
2021 Q2	$16K	Hold	200	–	–	0.01%	155
2021 Q1	$14K	Buy	+200	New	+$12.9K	0.01%	156

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lowe Wealth Advisors's ORCL Position: Q3 2025 in Review

Lowe Wealth Advisors held its Oracle (ORCL) position steady in Q3 2025 at 200 shares worth $56.2K. The position accounts for 0.02% of the portfolio, ranked #135.

Lowe Wealth Advisors first reported a position in ORCL in Q1 2021 and has held it in 19 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

Lowe Wealth Advisors held 200 shares of Oracle worth $56.2K as of Q3 2025.
Lowe Wealth Advisors left its Oracle share count unchanged in Q3 2025.
Oracle made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #135 holding.
Lowe Wealth Advisors first reported a position in Oracle in Q1 2021 and has held it in 19 quarters since.
3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.