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Milestone Advisory Partners’s Oracle ORCL Stock Holding History

Milestone Advisory Partners’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
2023
Q3 		$201K Hold
1,900
– – 0.17% 70
2023
Q2 		$226K Buy
+1,900
New +$196K 0.2% 63

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Milestone Advisory Partners's ORCL Position: Q3 2023 in Review

Milestone Advisory Partners held its Oracle (ORCL) position steady in Q3 2023 at 1,900 shares worth $201K. The position accounts for 0.17% of the portfolio, ranked #70.

Milestone Advisory Partners first reported a position in ORCL in Q2 2023 and has held it in 2 quarters since. The position peaked at $226K in Q2 2023. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Milestone Advisory Partners held 1,900 shares of Oracle worth $201K as of Q3 2023.
  • Milestone Advisory Partners left its Oracle share count unchanged in Q3 2023.
  • Oracle made up 0.17% of Milestone Advisory Partners's portfolio in Q3 2023, its #70 holding.
  • Milestone Advisory Partners first reported a position in Oracle in Q2 2023 and has held it in 2 quarters since.
  • Milestone Advisory Partners's Oracle position peaked at $226K in Q2 2023.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.