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Masso Torrence Wealth Management’s Oracle ORCL Stock Holding History

Masso Torrence 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
Q3 		$438K Buy
1,558
+115
+8% +$29.3K 0.18% 72
2025
Q2 		$315K Buy
1,443
+2
+0.1% +$323 0.15% 80
2025
Q1 		$201K Sell
1,441
-35
-2% -$5.7K 0.11% 93
2024
Q4 		$246K Buy
1,476
+49
+3% +$8.7K 0.13% 85
2024
Q3 		$243K Hold
1,427
– – 0.13% 84
2024
Q2 		$201K Buy
+1,427
New +$177K 0.11% 86
2022
Q1 		– Sell
-1,601
Closed -$140K – 267
2021
Q4 		$140K Buy
+1,601
New +$150K 0.1% 103

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

Masso Torrence Wealth Management's ORCL Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Oracle (ORCL) stake by 8% in Q3 2025, buying an estimated $29.3K and bringing the position to 1,558 shares worth $438K. The position accounts for 0.18% of the portfolio, ranked #72.

Masso Torrence Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 7 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Masso Torrence Wealth Management held 1,558 shares of Oracle worth $438K as of Q3 2025.
  • Masso Torrence Wealth Management bought 115 Oracle shares in Q3 2025, an estimated $29.3K.
  • Oracle made up 0.18% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #72 holding.
  • Masso Torrence Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 7 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.