Northwest Capital Management’s Oracle ORCL Stock Holding History

Northwest Capital 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
2025 Q4	–	Sell	-476	Closed	-$134K	–	188
2025 Q3	$134K	Hold	476	–	–	0.14%	85
2025 Q2	$104K	Hold	476	–	–	0.06%	134
2025 Q1	$66.5K	Hold	476	–	–	0.03%	181
2024 Q4	$79.3K	Hold	476	–	–	0.03%	173
2024 Q3	$81.1K	Hold	476	–	–	0.03%	170
2024 Q2	$67.2K	Sell	476 -2,700	-85%	-$335K	0.02%	174
2024 Q1	$399K	Hold	3,176	–	–	0.13%	82
2023 Q4	$335K	Buy	3,176 +476	+18%	+$52K	0.11%	82
2023 Q3	$286K	Hold	2,700	–	–	0.11%	89
2023 Q2	$322K	Hold	2,700	–	–	0.13%	82
2023 Q1	$251K	Hold	2,700	–	–	0.12%	87
2022 Q4	$221K	Buy	+2,700	New	+$205K	0.12%	92
2022 Q2	–	Sell	-2,700	Closed	-$223K	–	103
2022 Q1	$223K	Hold	2,700	–	–	0.1%	89
2021 Q4	$222K	Hold	2,700	–	–	0.11%	87
2021 Q3	$265K	Hold	2,700	–	–	0.14%	76
2021 Q2	$235K	Buy	+2,700	New	+$211K	0.13%	76

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northwest Capital Management's ORCL Position: Q4 2025 in Review

Northwest Capital Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 476 shares — an estimated $134K sold.

Northwest Capital Management first reported a position in ORCL in Q2 2021 and held it in 16 quarters. The position peaked at $399K in Q1 2024. 3,759 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Northwest Capital Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 476 Oracle shares in Q4 2025, an estimated $134K.
Northwest Capital Management first reported a position in Oracle in Q2 2021 and held it in 16 quarters.
Northwest Capital Management's Oracle position peaked at $399K in Q1 2024.
3,759 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.