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Monograph Wealth Advisors’s Oracle ORCL Stock Holding History

Monograph Wealth Advisors’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
-933
Closed -$262K – 141
2025
Q3 		$262K Buy
+933
New +$238K 0.03% 123
2023
Q1 		– Sell
-2,853
Closed -$233K – 95
2022
Q4 		$233K Buy
+2,853
New +$217K 0.06% 81

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monograph Wealth Advisors's ORCL Position: Q4 2025 in Review

Monograph Wealth Advisors sold out of Oracle (ORCL) in Q4 2025, closing a stake of 933 shares — an estimated $262K sold.

Monograph Wealth Advisors first reported a position in ORCL in Q4 2022 and held it in 2 quarters. The position peaked at $262K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Monograph Wealth Advisors reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Monograph Wealth Advisors sold 933 Oracle shares in Q4 2025, an estimated $262K.
  • Monograph Wealth Advisors first reported a position in Oracle in Q4 2022 and held it in 2 quarters.
  • Monograph Wealth Advisors's Oracle position peaked at $262K in Q3 2025.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Monograph Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.