McMorgan & Co’s Oracle ORCL Stock Holding History

McMorgan & Co’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	-3,713	Closed	-$1.04M	–	53
2025 Q3	$1.04M	Buy	3,713 +6	+0.2%	+$1.53K	0.16%	48
2025 Q2	$811K	Buy	3,707 +209	+6%	+$33.7K	0.12%	53
2025 Q1	$489K	Sell	3,498 -323	-8%	-$52.6K	0.08%	55
2024 Q4	$637K	Sell	3,821 -118	-3%	-$21K	0.1%	50
2024 Q3	$671K	Hold	3,939	–	–	0.1%	54
2024 Q2	$556K	Sell	3,939 -3,550	-47%	-$441K	0.09%	54
2024 Q1	$941K	Hold	7,489	–	–	0.16%	47
2023 Q4	$790K	Hold	7,489	–	–	0.13%	49
2023 Q3	$793K	Hold	7,489	–	–	0.15%	48
2023 Q2	$892K	Sell	7,489 -76	-1%	-$7.86K	0.17%	48
2023 Q1	$703K	Sell	7,565 -266	-3%	-$23.3K	0.14%	49
2022 Q4	$640K	Sell	7,831 -45	-0.6%	-$3.42K	0.14%	52
2022 Q3	$481K	Sell	7,876 -2,665	-25%	-$195K	0.11%	53
2022 Q2	$736K	Buy	10,541 +11	+0.1%	+$805	0.16%	47
2022 Q1	$871K	Sell	10,530 -50	-0.5%	-$4.05K	0.19%	48
2021 Q4	$923K	Buy	10,580 +2,684	+34%	+$252K	0.16%	51
2021 Q3	$688K	Sell	7,896 -2,740	-26%	-$242K	0.14%	51
2021 Q2	$828K	Buy	+10,636	New	+$833K	0.18%	39

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

McMorgan & Co's ORCL Position: Q4 2025 in Review

McMorgan & Co sold out of Oracle (ORCL) in Q4 2025, closing a stake of 3,713 shares — an estimated $1.04M sold.

McMorgan & Co first reported a position in ORCL in Q2 2021 and held it in 18 quarters. The position peaked at $1.04M in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

McMorgan & Co reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
McMorgan & Co sold 3,713 Oracle shares in Q4 2025, an estimated $1.04M.
McMorgan & Co first reported a position in Oracle in Q2 2021 and held it in 18 quarters.
McMorgan & Co's Oracle position peaked at $1.04M in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on McMorgan & Co's 13F filing for Q4 2025, filed 11 Feb 2026.