Palo Alto Wealth Advisors’s Oracle ORCL Stock Holding History

Palo Alto 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 Q3	$293K	Buy	1,241 +20	+2%	+$5.09K	0.09%	51
2025 Q2	$267K	Sell	1,221 -1,161	-49%	-$187K	0.1%	46
2025 Q1	$386K	Sell	2,382 -150	-6%	-$24.4K	0.15%	36
2024 Q4	$422K	Buy	2,532 +201	+9%	+$35.7K	0.15%	35
2024 Q3	$406K	Sell	2,331 -367	-14%	-$53.2K	0.17%	36
2024 Q2	$381K	Buy	2,698 +9	+0.3%	+$1.12K	0.26%	32
2024 Q1	$338K	Hold	2,689	–	–	0.24%	35
2023 Q4	$284K	Hold	2,689	–	–	0.21%	35
2023 Q3	$285K	Hold	2,689	–	–	0.24%	36
2023 Q2	$320K	Hold	2,689	–	–	0.26%	33
2023 Q1	$250K	Hold	2,689	–	–	0.2%	38
2022 Q4	$220K	Buy	+2,689	New	+$204K	0.19%	41

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palo Alto Wealth Advisors's ORCL Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Oracle (ORCL) stake by 1.6% in Q3 2025, buying an estimated $5.09K and bringing the position to 1,241 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #51.

Palo Alto Wealth Advisors first reported a position in ORCL in Q4 2022 and has held it in 12 quarters since. The position peaked at $422K in Q4 2024. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

Palo Alto Wealth Advisors held 1,241 shares of Oracle worth $293K as of Q3 2025.
Palo Alto Wealth Advisors bought 20 Oracle shares in Q3 2025, an estimated $5.09K.
Oracle made up 0.09% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #51 holding.
Palo Alto Wealth Advisors first reported a position in Oracle in Q4 2022 and has held it in 12 quarters since.
Palo Alto Wealth Advisors's Oracle position peaked at $422K in Q4 2024.
3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.