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PBMares Wealth Management’s Oracle ORCL Stock Holding History

PBMares Wealth Management’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 		$2.03M Buy
7,225
+9
+0.1% +$2.29K 0.33% 40
2025
Q2 		$1.58M Sell
7,216
-3,654
-34% -$590K 0.29% 45
2025
Q1 		$1.52M Sell
10,870
-1,553
-13% -$253K 0.3% 45
2024
Q4 		$2.07M Hold
12,423
– – 0.42% 36
2024
Q3 		$2.12M Sell
12,423
-253
-2% -$36.6K 0.44% 34
2024
Q2 		$1.79M Sell
12,676
-416
-3% -$51.7K 0.44% 38
2024
Q1 		$1.64M Buy
13,092
+278
+2% +$31.8K 0.43% 40
2023
Q4 		$1.35M Hold
12,814
– – 0.41% 42
2023
Q3 		$1.36M Sell
12,814
-300
-2% -$34.7K 0.49% 39
2023
Q2 		$1.56M Sell
13,114
-1,957
-13% -$202K 0.56% 34
2023
Q1 		$1.4M Hold
15,071
– – 0.52% 33
2022
Q4 		$1.23M Sell
15,071
-2,489
-14% -$189K 0.5% 35
2022
Q3 		$1.07M Buy
17,560
+300
+2% +$22K 0.47% 42
2022
Q2 		$1.21M Sell
17,260
-1,900
-10% -$139K 0.52% 37
2022
Q1 		$1.58M Sell
19,160
-50
-0.3% -$4.05K 0.98% 19
2021
Q4 		$1.68M Buy
19,210
+801
+4% +$75.2K 0.71% 24
2021
Q3 		$1.6M Sell
18,409
-806
-4% -$71.2K 0.76% 22
2021
Q2 		$1.5M Sell
19,215
-45
-0.2% -$3.52K 0.81% 23
2021
Q1 		$1.35M Hold
19,260
– – 1.1% 20
2020
Q4 		$1.25M Hold
19,260
– – 1.43% 16
2020
Q3 		$1.15M Sell
19,260
-400
-2% -$22.7K 1.69% 13
2020
Q2 		$1.09M Sell
19,660
-52
-0.3% -$2.75K 1.63% 13
2020
Q1 		$953K Sell
19,712
-422
-2% -$21.8K 1.5% 18
2019
Q4 		$1.07M Buy
+20,134
New +$1.11M 1.27% 20

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PBMares Wealth Management's ORCL Position: Q3 2025 in Review

PBMares Wealth Management increased its Oracle (ORCL) stake by 0.12% in Q3 2025, buying an estimated $2.29K and bringing the position to 7,225 shares worth $2.03M. The position accounts for 0.33% of the portfolio, ranked #40.

PBMares Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.12M in Q3 2024. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • PBMares Wealth Management held 7,225 shares of Oracle worth $2.03M as of Q3 2025.
  • PBMares Wealth Management bought 9 Oracle shares in Q3 2025, an estimated $2.29K.
  • Oracle made up 0.33% of PBMares Wealth Management's portfolio in Q3 2025, its #40 holding.
  • PBMares Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Oracle position peaked at $2.12M in Q3 2024.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.