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Oak Hill Wealth Advisors’s Oracle ORCL Stock Holding History

Oak Hill Wealth 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
Q3 		$713K Sell
2,535
-800
-24% -$204K 0.13% 82
2025
Q2 		$782K Hold
3,335
– – 0.16% 71
2025
Q1 		$466K Hold
3,335
– – 0.11% 90
2024
Q4 		$556K Buy
+3,335
New +$592K 0.13% 78

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Hill Wealth Advisors's ORCL Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Oracle (ORCL) stake by 24% in Q3 2025, selling an estimated $204K and leaving 2,535 shares worth $713K. The position accounts for 0.13% of the portfolio, ranked #82.

Oak Hill Wealth Advisors first reported a position in ORCL in Q4 2024 and has held it in 4 quarters since. The position peaked at $782K in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Oak Hill Wealth Advisors held 2,535 shares of Oracle worth $713K as of Q3 2025.
  • Oak Hill Wealth Advisors sold 800 Oracle shares in Q3 2025, an estimated $204K.
  • Oracle made up 0.13% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #82 holding.
  • Oak Hill Wealth Advisors first reported a position in Oracle in Q4 2024 and has held it in 4 quarters since.
  • Oak Hill Wealth Advisors's Oracle position peaked at $782K in Q2 2025.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.