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Michels Family Financial’s Oracle ORCL Stock Holding History

Michels Family Financial’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
-1,543
Closed -$434K – 137
2025
Q3 		$434K Sell
1,543
-433
-22% -$110K 0.34% 94
2025
Q2 		$432K Sell
1,976
-1,257
-39% -$203K 0.37% 88
2025
Q1 		$452K Buy
3,233
+7
+0.2% +$1.14K 0.41% 84
2024
Q4 		$538K Buy
+3,226
New +$573K 0.49% 69

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Michels Family Financial's ORCL Position: Q4 2025 in Review

Michels Family Financial sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,543 shares — an estimated $434K sold.

Michels Family Financial first reported a position in ORCL in Q4 2024 and held it in 4 quarters. The position peaked at $538K in Q4 2024. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Michels Family Financial reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Michels Family Financial sold 1,543 Oracle shares in Q4 2025, an estimated $434K.
  • Michels Family Financial first reported a position in Oracle in Q4 2024 and held it in 4 quarters.
  • Michels Family Financial's Oracle position peaked at $538K in Q4 2024.
  • 3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Michels Family Financial's 13F filing for Q4 2025, filed 19 Feb 2026.