OCM
ORCL icon

Objective Capital Management’s Oracle ORCL Stock Holding History

Objective 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
Q1 		– Sell
-2,256
Closed -$376K – 123
2024
Q4 		$376K Sell
2,256
-351
-13% -$62.4K 0.25% 84
2024
Q3 		$444K Buy
+2,607
New +$378K 0.26% 84
2024
Q1 		$248K Buy
+1,976
New +$226K 0.17% 115

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Objective Capital Management's ORCL Position: Q1 2025 in Review

Objective Capital Management sold out of Oracle (ORCL) in Q1 2025, closing a stake of 2,256 shares — an estimated $376K sold.

Objective Capital Management first reported a position in ORCL in Q1 2024 and held it in 3 quarters. The position peaked at $444K in Q3 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Objective Capital Management reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • Objective Capital Management sold 2,256 Oracle shares in Q1 2025, an estimated $376K.
  • Objective Capital Management first reported a position in Oracle in Q1 2024 and held it in 3 quarters.
  • Objective Capital Management's Oracle position peaked at $444K in Q3 2024.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.