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Oldfather Financial Services’s Oracle ORCL Stock Holding History

Oldfather Financial Services’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 		$388K Buy
1,989
+470
+31% +$112K 0.12% 70
2025
Q3 		$427K Hold
1,519
– – 0.13% 60
2025
Q2 		$332K Buy
1,519
+10
+0.7% +$1.61K 0.11% 60
2025
Q1 		$211K Sell
1,509
-16
-1% -$2.6K 0.08% 74
2024
Q4 		$254K Sell
1,525
-10
-0.7% -$1.78K 0.1% 70
2024
Q3 		$262K Buy
1,535
+22
+1% +$3.19K 0.1% 65
2024
Q2 		$214K Buy
+1,513
New +$188K 0.09% 69

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

Oldfather Financial Services's ORCL Position: Q4 2025 in Review

Oldfather Financial Services increased its Oracle (ORCL) stake by 31% in Q4 2025, buying an estimated $112K and bringing the position to 1,989 shares worth $388K. The position accounts for 0.12% of the portfolio, ranked #70.

Oldfather Financial Services first reported a position in ORCL in Q2 2024 and has held it in 7 quarters since. The position peaked at $427K in Q3 2025. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Oldfather Financial Services held 1,989 shares of Oracle worth $388K as of Q4 2025.
  • Oldfather Financial Services bought 470 Oracle shares in Q4 2025, an estimated $112K.
  • Oracle made up 0.12% of Oldfather Financial Services's portfolio in Q4 2025, its #70 holding.
  • Oldfather Financial Services first reported a position in Oracle in Q2 2024 and has held it in 7 quarters since.
  • Oldfather Financial Services's Oracle position peaked at $427K in Q3 2025.
  • 3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.