O'Keefe Stevens Advisory’s Oracle ORCL Stock Holding History

O'Keefe Stevens Advisory’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	–	Sell	-1,073	Closed	-$302K	–	69
2025 Q3	$302K	Sell	1,073 -1,086	-50%	-$277K	0.08%	56
2025 Q2	$472K	Buy	2,159 +56	+3%	+$9.04K	0.13%	50
2025 Q1	$294K	Hold	2,103	–	–	0.1%	56
2024 Q4	$350K	Hold	2,103	–	–	0.11%	58
2024 Q3	$358K	Buy	2,103 +129	+7%	+$18.7K	0.11%	56
2024 Q2	$279K	Buy	1,974 +15	+0.8%	+$1.86K	0.09%	54
2024 Q1	$246K	Buy	+1,959	New	+$224K	0.08%	52

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

O'Keefe Stevens Advisory's ORCL Position: Q4 2025 in Review

O'Keefe Stevens Advisory sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,073 shares — an estimated $302K sold.

O'Keefe Stevens Advisory first reported a position in ORCL in Q1 2024 and held it in 7 quarters. The position peaked at $472K in Q2 2025. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

O'Keefe Stevens Advisory reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
O'Keefe Stevens Advisory sold 1,073 Oracle shares in Q4 2025, an estimated $302K.
O'Keefe Stevens Advisory first reported a position in Oracle in Q1 2024 and held it in 7 quarters.
O'Keefe Stevens Advisory's Oracle position peaked at $472K in Q2 2025.
3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on O'Keefe Stevens Advisory's 13F filing for Q4 2025, filed 8 Jan 2026.