NWM
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NEIRG Wealth Management’s Oracle ORCL Stock Holding History

NEIRG Wealth 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
2023
Q3 		– Sell
-3,071
Closed -$366K – 87
2023
Q2 		$366K Hold
3,071
– – 0.07% 106
2023
Q1 		$285K Buy
3,071
+25
+0.8% +$2.19K 0.05% 125
2022
Q4 		$249K Buy
+3,046
New +$231K 0.05% 132
2022
Q3 		– Sell
-3,128
Closed -$219K – 147
2022
Q2 		$219K Buy
3,128
+118
+4% +$8.64K 0.05% 129
2022
Q1 		$249K Buy
3,010
+3
+0.1% +$243 0.05% 120
2021
Q4 		$262K Buy
+3,007
New +$282K 0.05% 107

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return