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Matrix Private Capital Group’s Oracle ORCL Stock Holding History

Matrix Private Capital 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
Q1 		– Sell
-1,535
Closed -$256K – 147
2024
Q4 		$256K Hold
1,535
– – 0.15% 93
2024
Q3 		$262K Hold
1,535
– – 0.15% 90
2024
Q2 		$217K Buy
+1,535
New +$191K 0.14% 98
2020
Q1 		– Sell
-4,159
Closed -$220K – 190
2019
Q4 		$220K Buy
+4,159
New +$229K 0.23% 126

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

Matrix Private Capital Group's ORCL Position: Q1 2025 in Review

Matrix Private Capital Group sold out of Oracle (ORCL) in Q1 2025, closing a stake of 1,535 shares — an estimated $256K sold.

Matrix Private Capital Group first reported a position in ORCL in Q4 2019 and held it in 4 quarters. The position peaked at $262K in Q3 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Matrix Private Capital Group reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • Matrix Private Capital Group sold 1,535 Oracle shares in Q1 2025, an estimated $256K.
  • Matrix Private Capital Group first reported a position in Oracle in Q4 2019 and held it in 4 quarters.
  • Matrix Private Capital Group's Oracle position peaked at $262K in Q3 2024.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Matrix Private Capital Group's 13F filing for Q1 2025, filed 15 May 2025.