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Merriman Wealth Management’s Oracle ORCL Stock Holding History

Merriman 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
2024
Q4 		$661K Buy
3,965
+586
+17% +$104K 0.03% 112
2024
Q3 		$576K Buy
3,379
+125
+4% +$18.1K 0.02% 139
2024
Q2 		$460K Sell
3,254
-150
-4% -$18.6K 0.02% 141
2024
Q1 		$428K Sell
3,404
-272
-7% -$31.1K 0.02% 145
2023
Q4 		$388K Buy
3,676
+403
+12% +$44K 0.02% 144
2023
Q3 		$347K Sell
3,273
-123
-4% -$14.2K 0.02% 139
2023
Q2 		$404K Sell
3,396
-41
-1% -$4.24K 0.02% 150
2023
Q1 		$319K Sell
3,437
-29
-0.8% -$2.54K 0.02% 156
2022
Q4 		$283K Buy
3,466
+25
+0.7% +$1.9K 0.01% 172
2022
Q3 		$210K Buy
3,441
+426
+14% +$31.2K 0.01% 165
2022
Q2 		$211K Sell
3,015
-147
-5% -$10.8K 0.01% 155
2022
Q1 		$262K Sell
3,162
-51
-2% -$4.13K 0.02% 176
2021
Q4 		$280K Buy
3,213
+190
+6% +$17.8K 0.02% 180
2021
Q3 		$263K Sell
3,023
-296
-9% -$26.1K 0.02% 174
2021
Q2 		$258K Buy
+3,319
New +$260K 0.02% 195

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Merriman Wealth Management's ORCL Position: Q4 2024 in Review

Merriman Wealth Management increased its Oracle (ORCL) stake by 17% in Q4 2024, buying an estimated $104K and bringing the position to 3,965 shares worth $661K. The position accounts for 0.03% of the portfolio, ranked #112.

Merriman Wealth Management first reported a position in ORCL in Q2 2021 and has held it in 15 quarters since. 3,343 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Merriman Wealth Management held 3,965 shares of Oracle worth $661K as of Q4 2024.
  • Merriman Wealth Management bought 586 Oracle shares in Q4 2024, an estimated $104K.
  • Oracle made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #112 holding.
  • Merriman Wealth Management first reported a position in Oracle in Q2 2021 and has held it in 15 quarters since.
  • 3,343 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.