OPS
ORCL icon

Orion Portfolio Solutions’s Oracle ORCL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$26.7M Buy
191,216
+11,099
+6% +$1.81M 0.26% 71
2024
Q4 		$30M Buy
180,117
+18,681
+12% +$3.32M 0.3% 54
2024
Q3 		$27.5M Buy
161,436
+22,838
+16% +$3.31M 0.27% 63
2024
Q2 		$19.6M Sell
138,598
-2,942
-2% -$365K 0.21% 98
2024
Q1 		$17.8M Buy
141,540
+4,009
+3% +$459K 0.19% 105
2023
Q4 		$14.4M Sell
137,531
-1,086
-0.8% -$119K 0.17% 128
2023
Q3 		$14.7M Buy
138,617
+24,955
+22% +$2.89M 0.18% 123
2023
Q2 		$16.9M Sell
113,662
-39,379
-26% -$4.07M 0.18% 108
2023
Q1 		$14.2M Buy
153,041
+131,602
+614% +$11.5M 0.18% 121
2022
Q4 		$1.75M Sell
21,439
-9,848
-31% -$748K 0.06% 209
2022
Q3 		$1.91M Buy
31,287
+1,600
+5% +$117K 0.08% 170
2022
Q2 		$2.07M Buy
29,687
+552
+2% +$40.4K 0.08% 155
2022
Q1 		$2.41M Buy
29,135
+3,635
+14% +$294K 0.08% 149
2021
Q4 		$2.22M Buy
25,500
+6,979
+38% +$655K 0.07% 163
2021
Q3 		$1.61M Buy
18,521
+4,284
+30% +$378K 0.06% 187
2021
Q2 		$1.11M Sell
14,237
-820
-5% -$64.2K 0.04% 216
2021
Q1 		$1.06M Sell
15,057
-739
-5% -$47.8K 0.05% 197
2020
Q4 		$1.02M Sell
15,796
-2,088
-12% -$124K 0.05% 203
2020
Q3 		$1.07M Buy
17,884
+293
+2% +$16.6K 0.06% 178
2020
Q2 		$972K Buy
17,591
+1,775
+11% +$94K 0.05% 161
2020
Q1 		$764K Sell
15,816
-369
-2% -$19K 0.05% 155
2019
Q4 		$857K Buy
+16,185
New +$891K 0.07% 148

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Orion Portfolio Solutions's ORCL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Oracle (ORCL) stake by 6.2% in Q1 2025, buying an estimated $1.81M and bringing the position to 191,216 shares worth $26.7M. The position accounts for 0.26% of the portfolio, ranked #71.

Orion Portfolio Solutions first reported a position in ORCL in Q4 2019 and has held it in 22 quarters since. The position peaked at $30M in Q4 2024. 3,258 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Orion Portfolio Solutions held 191,216 shares of Oracle worth $26.7M as of Q1 2025.
  • Orion Portfolio Solutions bought 11,099 Oracle shares in Q1 2025, an estimated $1.81M.
  • Oracle made up 0.26% of Orion Portfolio Solutions's portfolio in Q1 2025, its #71 holding.
  • Orion Portfolio Solutions first reported a position in Oracle in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Oracle position peaked at $30M in Q4 2024.
  • 3,258 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.