Optimum Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.06M | Sell |
14,443
-123
| -0.8% | -$31.3K | 1.61% | 11 |
|
|
2025
Q2 | $3.18M | Hold |
14,566
| – | – | 1.38% | 14 |
|
|
2025
Q1 | $2.04M | Sell |
14,566
-129
| -0.9% | -$21K | 0.96% | 19 |
|
|
2024
Q4 | $2.45M | Sell |
14,695
-1,050
| -7% | -$187K | 1.08% | 18 |
|
|
2024
Q3 | $2.68M | Sell |
15,745
-35
| -0.2% | -$5.07K | 1.16% | 14 |
|
|
2024
Q2 | $2.23M | Sell |
15,780
-673
| -4% | -$83.6K | 1% | 16 |
|
|
2024
Q1 | $2.07M | Buy |
16,453
+1,045
| +7% | +$120K | 0.95% | 16 |
|
|
2023
Q4 | $1.62M | Sell |
15,408
-5,111
| -25% | -$558K | 0.82% | 20 |
|
|
2023
Q3 | $2.17M | Buy |
20,519
+326
| +2% | +$37.7K | 1.11% | 13 |
|
|
2023
Q2 | $2.4M | Sell |
20,193
-225
| -1% | -$23.3K | 1.18% | 10 |
|
|
2023
Q1 | $1.9M | Hold |
20,418
| – | – | 0.99% | 17 |
|
|
2022
Q4 | $1.67M | Sell |
20,418
-650
| -3% | -$49.4K | 0.9% | 18 |
|
|
2022
Q3 | $1.29M | Sell |
21,068
-150
| -0.7% | -$11K | 0.69% | 26 |
|
|
2022
Q2 | $1.48M | Sell |
21,218
-2,400
| -10% | -$176K | 0.74% | 27 |
|
|
2022
Q1 | $1.95M | Sell |
23,618
-500
| -2% | -$40.5K | 0.82% | 23 |
|
|
2021
Q4 | $2.1M | Sell |
24,118
-500
| -2% | -$46.9K | 0.82% | 23 |
|
|
2021
Q3 | $2.15M | Hold |
24,618
| – | – | 0.9% | 22 |
|
|
2021
Q2 | $1.92M | Sell |
24,618
-2,125
| -8% | -$166K | 0.6% | 36 |
|
|
2021
Q1 | $1.88M | Buy |
26,743
+150
| +0.6% | +$9.71K | 0.55% | 42 |
|
|
2020
Q4 | $1.72M | Sell |
26,593
-900
| -3% | -$53.6K | 0.52% | 43 |
|
|
2020
Q3 | $1.64M | Sell |
27,493
-499
| -2% | -$28.3K | 0.55% | 41 |
|
|
2020
Q2 | $1.55M | Sell |
27,992
-540
| -2% | -$28.6K | 0.54% | 43 |
|
|
2020
Q1 | $1.38M | Sell |
28,532
-1,040
| -4% | -$53.7K | 0.57% | 38 |
|
|
2019
Q4 | $1.57M | Buy |
29,572
+150
| +0.5% | +$8.26K | 0.47% | 48 |
|
|
2019
Q3 | $1.62M | Sell |
29,422
-209
| -0.7% | -$11.5K | 0.51% | 42 |
|
|
2019
Q2 | $1.69M | Buy |
29,631
+7
| +0% | +$379 | 0.55% | 41 |
|
|
2019
Q1 | $1.59M | Sell |
29,624
-1,207
| -4% | -$61.5K | 0.52% | 39 |
|
|
2018
Q4 | $1.39M | Sell |
30,831
-295
| -0.9% | -$14.1K | 0.48% | 47 |
|
|
2018
Q3 | $1.6M | Sell |
31,126
-444
| -1% | -$21.6K | 0.44% | 46 |
|
|
2018
Q2 | $1.39M | Sell |
31,570
-615
| -2% | -$28.3K | 0.4% | 62 |
|
|
2018
Q1 | $1.47M | Buy |
32,185
+1,055
| +3% | +$52.4K | 0.43% | 55 |
|
|
2017
Q4 | $1.47M | Buy |
31,130
+606
| +2% | +$29.7K | 0.47% | 55 |
|
|
2017
Q3 | $1.48M | Buy |
30,524
+5
| +0% | +$249 | 0.49% | 52 |
|
|
2017
Q2 | $1.53M | Buy |
30,519
+41
| +0.1% | +$1.87K | 0.53% | 47 |
|
|
2017
Q1 | $1.36M | Sell |
30,478
-2,000
| -6% | -$83.3K | 0.48% | 58 |
|
|
2016
Q4 | $1.25M | Sell |
32,478
-799
| -2% | -$31.3K | 0.47% | 62 |
|
|
2016
Q3 | $1.31M | Sell |
33,277
-540
| -2% | -$22K | 0.49% | 51 |
|
|
2016
Q2 | $1.38M | Sell |
33,817
-8,752
| -21% | -$349K | 0.54% | 49 |
|
|
2016
Q1 | $1.74M | Sell |
42,569
-7,379
| -15% | -$273K | 0.69% | 35 |
|
|
2015
Q4 | $1.82M | Sell |
49,948
-6,269
| -11% | -$239K | 0.71% | 32 |
|
|
2015
Q3 | $2.03M | Buy |
+56,217
| New | +$2.16M | 0.82% | 24 |
|
|
2015
Q1 | $4.07M | Sell |
94,200
-106,667
| -53% | -$4.62M | 1.29% | 8 |
|
|
2014
Q4 | $4.55M | Buy |
200,867
+98,126
| +96% | +$3.99M | 1.46% | 7 |
|
|
2014
Q3 | $3.94M | Sell |
102,741
-1,920
| -2% | -$77.7K | 1.3% | 7 |
|
|
2014
Q2 | $4.24M | Sell |
104,661
-247
| -0.2% | -$10.2K | 1.37% | 7 |
|
|
2014
Q1 | $4.29M | Sell |
104,908
-1,420
| -1% | -$54K | 1.61% | 8 |
|
|
2013
Q4 | $4.07M | Sell |
106,328
-2,022
| -2% | -$69.5K | 1.53% | 8 |
|
|
2013
Q3 | $3.59M | Buy |
+108,350
| New | +$3.52M | 1.47% | 9 |
|
Other funds holding ORCL
Optimum Investment Advisors's ORCL Position: Q3 2025 in Review
Optimum Investment Advisors reduced its Oracle (ORCL) stake by 0.84% in Q3 2025, selling an estimated $31.3K and leaving 14,443 shares worth $4.06M. The position accounts for 1.61% of the portfolio, ranked #11.
Optimum Investment Advisors first reported a position in ORCL in Q3 2013 and has held it in 48 quarters since. The position peaked at $4.55M in Q4 2014. 3,821 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.
- Optimum Investment Advisors held 14,443 shares of Oracle worth $4.06M as of Q3 2025.
- Optimum Investment Advisors sold 123 Oracle shares in Q3 2025, an estimated $31.3K.
- Oracle made up 1.61% of Optimum Investment Advisors's portfolio in Q3 2025, its #11 holding.
- Optimum Investment Advisors first reported a position in Oracle in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's Oracle position peaked at $4.55M in Q4 2014.
- 3,821 funds tracked by Wall St. Rank held Oracle as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.