Oregon Pacific Wealth Management’s Oracle ORCL Stock Holding History

Oregon Pacific Wealth 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 Q4	–	Sell	-7,738	Closed	-$2.18M	–	139
2025 Q3	$2.18M	Sell	7,738 -1,171	-13%	-$298K	1.88%	12
2025 Q2	$1.95M	Sell	8,909 -38	-0.4%	-$6.14K	1.84%	11
2025 Q1	$1.25M	Sell	8,947 -533	-6%	-$86.8K	1.25%	18
2024 Q4	$1.58M	Buy	+9,480	New	+$1.68M	1.55%	16

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

Oregon Pacific Wealth Management's ORCL Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 7,738 shares — an estimated $2.18M sold.

Oregon Pacific Wealth Management first reported a position in ORCL in Q4 2024 and held it in 4 quarters. The position peaked at $2.18M in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Oregon Pacific Wealth Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 7,738 Oracle shares in Q4 2025, an estimated $2.18M.
Oregon Pacific Wealth Management first reported a position in Oracle in Q4 2024 and held it in 4 quarters.
Oregon Pacific Wealth Management's Oracle position peaked at $2.18M in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.