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PCA Investment Advisory Services’s Oracle ORCL Stock Holding History

PCA Investment Advisory Services’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
Q1 		– Sell
-1,853
Closed -$309K – 111
2024
Q4 		$309K Buy
1,853
+1
+0.1% +$178 0.14% 97
2024
Q3 		$315K Sell
1,852
-10
-0.5% -$1.45K 0.15% 90
2024
Q2 		$263K Buy
1,862
+3
+0.2% +$373 0.14% 104
2024
Q1 		$234K Buy
+1,859
New +$213K 0.13% 120
2023
Q3 		– Sell
-1,831
Closed -$218K – 324
2023
Q2 		$218K Buy
+1,831
New +$189K 0.13% 105

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PCA Investment Advisory Services's ORCL Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Oracle (ORCL) in Q1 2025, closing a stake of 1,853 shares — an estimated $309K sold.

PCA Investment Advisory Services first reported a position in ORCL in Q2 2023 and held it in 5 quarters. The position peaked at $315K in Q3 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 1,853 Oracle shares in Q1 2025, an estimated $309K.
  • PCA Investment Advisory Services first reported a position in Oracle in Q2 2023 and held it in 5 quarters.
  • PCA Investment Advisory Services's Oracle position peaked at $315K in Q3 2024.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.