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Pathway Financial Advisers’s Oracle ORCL Stock Holding History

Pathway Financial Advisers’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
-440
Closed -$124K – 289
2025
Q3 		$124K Buy
+440
New +$112K 0.04% 179
2025
Q1 		– Sell
-437
Closed -$72.7K – 335
2024
Q4 		$72.7K Buy
437
+2
+0.5% +$355 0.02% 209
2024
Q3 		$74.2K Hold
435
– – 0.03% 165
2024
Q2 		$61.3K Buy
435
+3
+0.7% +$373 0.02% 214
2024
Q1 		$54.3K Buy
432
+1
+0.2% +$114 0.02% 222
2023
Q4 		$45.4K Buy
431
+2
+0.5% +$218 0.02% 230
2023
Q3 		$45.5K Buy
+429
New +$49.7K 0.02% 231
2023
Q1 		$47.8K Buy
514
+1
+0.2% +$88 0.02% 238
2022
Q4 		$41.9K Buy
+513
New +$39K 0.02% 255

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 $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pathway Financial Advisers's ORCL Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Oracle (ORCL) in Q4 2025, closing a stake of 440 shares — an estimated $124K sold.

Pathway Financial Advisers first reported a position in ORCL in Q4 2022 and held it in 9 quarters. The position peaked at $124K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 440 Oracle shares in Q4 2025, an estimated $124K.
  • Pathway Financial Advisers first reported a position in Oracle in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Oracle position peaked at $124K in Q3 2025.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.