Northwest & Ethical Investments’s Oracle ORCL Stock Holding History

Northwest & Ethical Investments’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 Q1	–	Sell	-36	Closed	-$8.25K	–	514
2024 Q4	$8.25K	Buy	+36	New	+$6.39K	﹤0.01%	483

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 $1.56T 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 & Ethical Investments's ORCL Position: Q4 2025 in Review

Northwest & Ethical Investments sold out of Oracle (ORCL) in Q4 2025, closing a stake of 84,715 shares — an estimated $23.8M sold.

Northwest & Ethical Investments first reported a position in ORCL in Q3 2013 and held it in 49 quarters. The position peaked at $32.7M in Q3 2024. 3,764 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Northwest & Ethical Investments reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Northwest & Ethical Investments sold 84,715 Oracle shares in Q4 2025, an estimated $23.8M.
Northwest & Ethical Investments first reported a position in Oracle in Q3 2013 and held it in 49 quarters.
Northwest & Ethical Investments's Oracle position peaked at $32.7M in Q3 2024.
3,764 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Northwest & Ethical Investments's 13F filing for Q4 2025, filed 12 Feb 2026.