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Marcum Wealth’s Oracle ORCL Stock Holding History

Marcum 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
Q1 		$1.78M Buy
12,762
+88
+0.7% +$14.3K 0.15% 72
2024
Q4 		$2.11M Sell
12,674
-408
-3% -$72.5K 0.18% 60
2024
Q3 		$2.23M Sell
13,082
-501
-4% -$72.6K 0.21% 51
2024
Q2 		$1.92M Buy
13,583
+586
+5% +$72.8K 0.19% 55
2024
Q1 		$1.63M Buy
12,997
+1,044
+9% +$119K 0.17% 65
2023
Q4 		$1.26M Buy
11,953
+404
+3% +$44.1K 0.13% 81
2023
Q3 		$1.22M Sell
11,549
-229
-2% -$26.5K 0.15% 77
2023
Q2 		$1.4M Sell
11,778
-882
-7% -$91.2K 0.16% 68
2023
Q1 		$1.18M Sell
12,660
-111
-0.9% -$9.73K 0.15% 76
2022
Q4 		$1.04M Sell
12,771
-344
-3% -$26.1K 0.14% 82
2022
Q3 		$801K Buy
13,115
+1,243
+10% +$91K 0.12% 100
2022
Q2 		$830K Buy
11,872
+310
+3% +$22.7K 0.12% 105
2022
Q1 		$957K Sell
11,562
-876
-7% -$70.9K 0.13% 101
2021
Q4 		$1.08M Buy
12,438
+617
+5% +$57.9K 0.15% 95
2021
Q3 		$1.03M Buy
11,821
+807
+7% +$71.3K 0.16% 91
2021
Q2 		$857K Buy
11,014
+162
+1% +$12.7K 0.14% 108
2021
Q1 		$761K Buy
10,852
+3,681
+51% +$238K 0.13% 121
2020
Q4 		$464K Buy
7,171
+2,457
+52% +$146K 0.11% 69
2020
Q3 		$281K Buy
+4,714
New +$268K 0.09% 88

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Marcum Wealth's ORCL Position: Q1 2025 in Review

Marcum Wealth increased its Oracle (ORCL) stake by 0.69% in Q1 2025, buying an estimated $14.3K and bringing the position to 12,762 shares worth $1.78M. The position accounts for 0.15% of the portfolio, ranked #72.

Marcum Wealth first reported a position in ORCL in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.23M in Q3 2024. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Marcum Wealth held 12,762 shares of Oracle worth $1.78M as of Q1 2025.
  • Marcum Wealth bought 88 Oracle shares in Q1 2025, an estimated $14.3K.
  • Oracle made up 0.15% of Marcum Wealth's portfolio in Q1 2025, its #72 holding.
  • Marcum Wealth first reported a position in Oracle in Q3 2020 and has held it in 19 quarters since.
  • Marcum Wealth's Oracle position peaked at $2.23M in Q3 2024.
  • 3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.