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Pacific Capital Wealth Advisors’s Oracle ORCL Stock Holding History

Pacific Capital Wealth Advisors’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 		– Sell
-246
Closed -$41K – 284
2024
Q4 		$41K Hold
246
– – 0.01% 163
2024
Q3 		$41.9K Sell
246
-1
-0.4% -$145 0.01% 174
2024
Q2 		$34.9K Buy
247
+229
+1,272% +$28.4K 0.01% 186
2024
Q1 		$2.26K Buy
+18
New +$2.06K ﹤0.01% 425

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pacific Capital Wealth Advisors's ORCL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Oracle (ORCL) in Q1 2025, closing a stake of 246 shares — an estimated $41K sold.

Pacific Capital Wealth Advisors first reported a position in ORCL in Q1 2024 and held it in 4 quarters. The position peaked at $41.9K in Q3 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 246 Oracle shares in Q1 2025, an estimated $41K.
  • Pacific Capital Wealth Advisors first reported a position in Oracle in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's Oracle position peaked at $41.9K in Q3 2024.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.