Monterey Private Wealth’s Oracle ORCL Stock Holding History

Monterey Private Wealth’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	-1,424	Closed	-$237K	–	148
2024 Q4	$237K	Buy	+1,424	New	+$253K	0.08%	113

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

Monterey Private Wealth's ORCL Position: Q1 2025 in Review

Monterey Private Wealth sold out of Oracle (ORCL) in Q1 2025, closing a stake of 1,424 shares — an estimated $237K sold.

Monterey Private Wealth first reported a position in ORCL in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

Monterey Private Wealth reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
Monterey Private Wealth sold 1,424 Oracle shares in Q1 2025, an estimated $237K.
Monterey Private Wealth first reported a position in Oracle in Q4 2024 and held it in 1 quarter.
Monterey Private Wealth's Oracle position peaked at $237K in Q4 2024.
3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.