Peak Financial Management’s Oracle ORCL Stock Holding History

Peak Financial 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 Q4	–	Sell	-828	Closed	-$233K	–	102
2025 Q3	$233K	Buy	+828	New	+$211K	0.06%	87

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peak Financial Management's ORCL Position: Q4 2025 in Review

Peak Financial Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 828 shares — an estimated $233K sold.

Peak Financial Management first reported a position in ORCL in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 3,763 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Peak Financial Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Peak Financial Management sold 828 Oracle shares in Q4 2025, an estimated $233K.
Peak Financial Management first reported a position in Oracle in Q3 2025 and held it in 1 quarter.
Peak Financial Management's Oracle position peaked at $233K in Q3 2025.
3,763 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Peak Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.