O'Brien Wealth Partners’s Oracle ORCL Stock Holding History

O'Brien Wealth Partners’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	$593K	Sell	3,044 -5	-0.2%	-$1.19K	0.08%	47
2025 Q3	$858K	Buy	3,049 +3,030	+15,947%	+$772K	0.12%	37
2025 Q2	$4.15K	Buy	+19	New	+$3.07K	﹤0.01%	81
2025 Q1	–	Sell	-15	Closed	-$2.51K	–	75
2024 Q4	$2.51K	Hold	15	–	–	﹤0.01%	66
2024 Q3	$2.56K	Buy	+15	New	+$2.17K	﹤0.01%	66

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 $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's ORCL Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Oracle (ORCL) stake by 0.16% in Q4 2025, selling an estimated $1.19K and leaving 3,044 shares worth $593K. The position accounts for 0.08% of the portfolio, ranked #47.

O'Brien Wealth Partners first reported a position in ORCL in Q3 2024 and has held it in 5 quarters since. The position peaked at $858K in Q3 2025. 3,772 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

O'Brien Wealth Partners held 3,044 shares of Oracle worth $593K as of Q4 2025.
O'Brien Wealth Partners sold 5 Oracle shares in Q4 2025, an estimated $1.19K.
Oracle made up 0.08% of O'Brien Wealth Partners's portfolio in Q4 2025, its #47 holding.
O'Brien Wealth Partners first reported a position in Oracle in Q3 2024 and has held it in 5 quarters since.
O'Brien Wealth Partners's Oracle position peaked at $858K in Q3 2025.
3,772 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.