Northeast Financial Consultants’s Oracle ORCL Stock Holding History

Northeast Financial Consultants’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 Q2	$1.17M	Hold	5,355	–	–	0.05%	148
2025 Q1	$749K	Hold	5,355	–	–	0.03%	167
2024 Q4	$892K	Buy	5,355 +467	+10%	+$83K	0.04%	163
2024 Q3	$833K	Buy	4,888 +79	+2%	+$11.4K	0.04%	164
2024 Q2	$679K	Buy	4,809 +625	+15%	+$77.6K	0.03%	167
2024 Q1	$526K	Buy	4,184 +300	+8%	+$34.3K	0.03%	188
2023 Q4	$409K	Buy	3,884 +600	+18%	+$65.5K	0.02%	204
2023 Q3	$348K	Hold	3,284	–	–	0.02%	209
2023 Q2	$391K	Sell	3,284 -2,058	-39%	-$213K	0.02%	202
2023 Q1	$496K	Sell	5,342 -1,993	-27%	-$175K	0.03%	191
2022 Q4	$600K	Buy	7,335 +9	+0.1%	+$684	0.04%	168
2022 Q3	$447K	Buy	7,326 +83	+1%	+$6.08K	0.03%	204
2022 Q2	$506K	Buy	7,243 +3,059	+73%	+$224K	0.04%	190
2022 Q1	$346K	Buy	4,184 +900	+27%	+$72.9K	0.02%	280
2021 Q4	$286K	Hold	3,284	–	–	0.02%	289
2021 Q3	$286K	Hold	3,284	–	–	0.02%	290
2021 Q2	$256K	Hold	3,284	–	–	0.02%	306
2021 Q1	$230K	Hold	3,284	–	–	0.02%	303
2020 Q4	$212K	Buy	+3,284	New	+$195K	0.02%	299
2020 Q2	–	Sell	-5,397	Closed	-$261K	–	304
2020 Q1	$261K	Buy	5,397 +13	+0.2%	+$671	0.03%	214
2019 Q4	$285K	Sell	5,384 -2,236	-29%	-$123K	0.03%	242
2019 Q3	$419K	Hold	7,620	–	–	0.04%	198
2019 Q2	$434K	Buy	7,620 +100	+1%	+$5.41K	0.04%	195
2019 Q1	$404K	Buy	+7,520	New	+$383K	0.04%	199

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northeast Financial Consultants's ORCL Position: Q2 2025 in Review

Northeast Financial Consultants held its Oracle (ORCL) position steady in Q2 2025 at 5,355 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #148.

Northeast Financial Consultants first reported a position in ORCL in Q1 2019 and has held it in 24 quarters since. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Northeast Financial Consultants held 5,355 shares of Oracle worth $1.17M as of Q2 2025.
Northeast Financial Consultants left its Oracle share count unchanged in Q2 2025.
Oracle made up 0.05% of Northeast Financial Consultants's portfolio in Q2 2025, its #148 holding.
Northeast Financial Consultants first reported a position in Oracle in Q1 2019 and has held it in 24 quarters since.
3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.