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Northwest Financial Advisors’s Oracle ORCL Stock Holding History

Northwest Financial Advisors’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 		– Sell
-3,210
Closed -$449K – 113
2025
Q1 		$449K Sell
3,210
-132
-4% -$21.5K 0.37% 65
2024
Q4 		$557K Sell
3,342
-374
-10% -$66.4K 0.46% 54
2024
Q3 		$633K Sell
3,716
-59
-2% -$8.55K 0.5% 45
2024
Q2 		$533K Buy
3,775
+63
+2% +$7.82K 0.54% 49
2024
Q1 		$466K Buy
3,712
+2
+0.1% +$229 0.51% 50
2023
Q4 		$391K Buy
+3,710
New +$405K 0.33% 53

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwest Financial Advisors's ORCL Position: Q2 2025 in Review

Northwest Financial Advisors sold out of Oracle (ORCL) in Q2 2025, closing a stake of 3,210 shares — an estimated $449K sold.

Northwest Financial Advisors first reported a position in ORCL in Q4 2023 and held it in 6 quarters. The position peaked at $633K in Q3 2024. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 3,210 Oracle shares in Q2 2025, an estimated $449K.
  • Northwest Financial Advisors first reported a position in Oracle in Q4 2023 and held it in 6 quarters.
  • Northwest Financial Advisors's Oracle position peaked at $633K in Q3 2024.
  • 3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.