Miller Financial Services’s Oracle ORCL Stock Holding History

Miller Financial Services’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	-3,510	Closed	-$585K	–	120
2024 Q4	$585K	Buy	+3,510	New	+$624K	0.49%	64

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Miller Financial Services's ORCL Position: Q1 2025 in Review

Miller Financial Services sold out of Oracle (ORCL) in Q1 2025, closing a stake of 3,510 shares — an estimated $585K sold.

Miller Financial Services first reported a position in ORCL in Q4 2024 and held it in 1 quarter. The position peaked at $585K in Q4 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

Miller Financial Services reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
Miller Financial Services sold 3,510 Oracle shares in Q1 2025, an estimated $585K.
Miller Financial Services first reported a position in Oracle in Q4 2024 and held it in 1 quarter.
Miller Financial Services's Oracle position peaked at $585K in Q4 2024.
3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Miller Financial Services's 13F filing for Q1 2025, filed 5 May 2025.