Nearwater Capital Markets’s Oracle ORCL Stock Holding History

Nearwater Capital Markets’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	-45,000	Closed	-$12.7M	–	159
2025 Q3	$12.7M	Buy	+45,000	New	+$11.5M	0.17%	89
2025 Q2	–	Sell	-80,000	Closed	-$11.2M	–	116
2025 Q1	$11.2M	Hold	80,000	–	–	0.32%	73
2024 Q4	$13.3M	Buy	+80,000	New	+$14.2M	0.38%	56

Other funds holding ORCL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nearwater Capital Markets's ORCL Position: Q4 2025 in Review

Nearwater Capital Markets sold out of Oracle (ORCL) in Q4 2025, closing a stake of 45,000 shares — an estimated $12.7M sold.

Nearwater Capital Markets first reported a position in ORCL in Q4 2024 and held it in 3 quarters. The position peaked at $13.3M in Q4 2024. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Nearwater Capital Markets reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Nearwater Capital Markets sold 45,000 Oracle shares in Q4 2025, an estimated $12.7M.
Nearwater Capital Markets first reported a position in Oracle in Q4 2024 and held it in 3 quarters.
Nearwater Capital Markets's Oracle position peaked at $13.3M in Q4 2024.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Nearwater Capital Markets's 13F filing for Q4 2025, filed 17 Feb 2026.