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MQS Management’s Oracle ORCL Stock Holding History

MQS Management’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
2024
Q4 		– Sell
-1,625
Closed -$277K – 284
2024
Q3 		$277K Buy
+1,625
New +$235K 0.15% 285
2023
Q4 		– Sell
-2,513
Closed -$266K – 622
2023
Q3 		$266K Sell
2,513
-2,121
-46% -$246K 0.16% 284
2023
Q2 		$552K Buy
+4,634
New +$479K 0.38% 65
2022
Q4 		– Sell
-5,634
Closed -$344K – 531
2022
Q3 		$344K Buy
+5,634
New +$412K 0.22% 183
2022
Q1 		– Sell
-3,625
Closed -$316K – 405
2021
Q4 		$316K Buy
+3,625
New +$340K 0.51% 78

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MQS Management's ORCL Position: Q4 2024 in Review

MQS Management sold out of Oracle (ORCL) in Q4 2024, closing a stake of 1,625 shares — an estimated $277K sold.

MQS Management first reported a position in ORCL in Q4 2021 and held it in 5 quarters. The position peaked at $552K in Q2 2023. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • MQS Management reported no remaining Oracle position as of Q4 2024 after selling out during the quarter.
  • MQS Management sold 1,625 Oracle shares in Q4 2024, an estimated $277K.
  • MQS Management first reported a position in Oracle in Q4 2021 and held it in 5 quarters.
  • MQS Management's Oracle position peaked at $552K in Q2 2023.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on MQS Management's 13F filing for Q4 2024, filed 7 Feb 2025.