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Pathway Financial Advisors’s Oracle ORCL Stock Holding History

Pathway Financial 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
Q4 		– Sell
-920
Closed -$259K – 148
2025
Q3 		$259K Hold
920
– – 0.03% 123
2025
Q2 		$201K Buy
+920
New +$149K 0.03% 130
2018
Q3 		– Sell
-1
Closed – – 280
2018
Q2 		$0 Sell
1
-500
-100% -$23K ﹤0.01% 429
2018
Q1 		$23K Hold
501
– – 0.01% 333
2017
Q4 		$24K Buy
+501
New +$24.6K 0.01% 343

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 Advisors's ORCL Position: Q4 2025 in Review

Pathway Financial Advisors sold out of Oracle (ORCL) in Q4 2025, closing a stake of 920 shares — an estimated $259K sold.

Pathway Financial Advisors first reported a position in ORCL in Q4 2017 and held it in 5 quarters. The position peaked at $259K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Pathway Financial Advisors reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisors sold 920 Oracle shares in Q4 2025, an estimated $259K.
  • Pathway Financial Advisors first reported a position in Oracle in Q4 2017 and held it in 5 quarters.
  • Pathway Financial Advisors's Oracle position peaked at $259K in Q3 2025.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Pathway Financial Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.