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Morton Brown Family Wealth’s Oracle ORCL Stock Holding History

Morton Brown Family 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
Q3 		– Sell
-32
Closed -$7K – 308
2025
Q2 		$7K Hold
32
– – ﹤0.01% 213
2025
Q1 		$4.47K Buy
+32
New +$5.21K ﹤0.01% 242
2024
Q1 		– Sell
-157
Closed -$16.6K – 273
2023
Q4 		$16.6K Buy
+157
New +$17.1K 0.01% 153
2023
Q2 		– Sell
-39
Closed -$3.62K – 257
2023
Q1 		$3.62K Buy
+39
New +$3.42K ﹤0.01% 164
2022
Q3 		– Sell
-57
Closed -$4K – 304
2022
Q2 		$4K Buy
+57
New +$4.17K ﹤0.01% 165

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morton Brown Family Wealth's ORCL Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Oracle (ORCL) in Q3 2025, closing a stake of 32 shares — an estimated $7K sold.

Morton Brown Family Wealth first reported a position in ORCL in Q2 2022 and held it in 5 quarters. The position peaked at $16.6K in Q4 2023. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 32 Oracle shares in Q3 2025, an estimated $7K.
  • Morton Brown Family Wealth first reported a position in Oracle in Q2 2022 and held it in 5 quarters.
  • Morton Brown Family Wealth's Oracle position peaked at $16.6K in Q4 2023.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.