Parkside Advisors’s Oracle ORCL Stock Holding History

Parkside 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 Q2	$830K	Sell	3,795 -19	-0.5%	-$3.07K	0.18%	43
2025 Q1	$533K	Sell	3,814 -51	-1%	-$8.3K	0.13%	50
2024 Q4	$644K	Buy	3,865 +100	+3%	+$17.8K	0.15%	46
2024 Q3	$642K	Hold	3,765	–	–	0.15%	46
2024 Q2	$532K	Hold	3,765	–	–	0.14%	49
2024 Q1	$473K	Buy	3,765 +31	+0.8%	+$3.55K	0.12%	55
2023 Q4	$394K	Buy	3,734 +42	+1%	+$4.58K	0.11%	56
2023 Q3	$391K	Hold	3,692	–	–	0.12%	53
2023 Q2	$440K	Sell	3,692 -465	-11%	-$48.1K	0.14%	44
2023 Q1	$387K	Hold	4,157	–	–	0.13%	47
2022 Q4	$340K	Hold	4,157	–	–	0.12%	54
2022 Q3	$254K	Sell	4,157 -12	-0.3%	-$879	0.1%	50
2022 Q2	$291K	Buy	4,169 +12	+0.3%	+$878	0.11%	46
2022 Q1	$344K	Hold	4,157	–	–	0.11%	44
2021 Q4	$363K	Hold	4,157	–	–	0.11%	47
2021 Q3	$362K	Hold	4,157	–	–	0.11%	46
2021 Q2	$324K	Hold	4,157	–	–	0.1%	49
2021 Q1	$292K	Hold	4,157	–	–	0.1%	56
2020 Q4	$269K	Buy	+4,157	New	+$247K	0.1%	60

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 $3.38T AUM 44.17% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parkside Advisors's ORCL Position: Q2 2025 in Review

Parkside Advisors reduced its Oracle (ORCL) stake by 0.5% in Q2 2025, selling an estimated $3.07K and leaving 3,795 shares worth $830K. The position accounts for 0.18% of the portfolio, ranked #43.

Parkside Advisors first reported a position in ORCL in Q4 2020 and has held it in 19 quarters since. 3,631 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Parkside Advisors held 3,795 shares of Oracle worth $830K as of Q2 2025.
Parkside Advisors sold 19 Oracle shares in Q2 2025, an estimated $3.07K.
Oracle made up 0.18% of Parkside Advisors's portfolio in Q2 2025, its #43 holding.
Parkside Advisors first reported a position in Oracle in Q4 2020 and has held it in 19 quarters since.
3,631 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.