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Peninsula Wealth’s Oracle ORCL Stock Holding History

Peninsula Wealth’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
2024
Q4 		$64M Sell
383,800
-26,553
-6% -$4.72M 10.9% 3
2024
Q3 		$71.7M Buy
410,353
+80,040
+24% +$11.6M 12.53% 1
2024
Q2 		$47.8M Sell
330,313
-553
-0.2% -$68.7K 8.94% 5
2024
Q1 		$41.6M Buy
330,866
+707
+0.2% +$80.9K 8.29% 4
2023
Q4 		$34.8M Sell
330,159
-20,027
-6% -$2.19M 7.18% 4
2023
Q3 		$36.3M Sell
350,186
-28,990
-8% -$3.36M 8.5% 4
2023
Q2 		$45.2M Sell
379,176
-1,530
-0.4% -$158K 11.8% 3
2023
Q1 		$35.4M Sell
380,706
-25,047
-6% -$2.2M 10.21% 3
2022
Q4 		$33.2M Buy
405,753
+21,867
+6% +$1.66M 10.44% 3
2022
Q3 		$23.4M Buy
383,886
+26,994
+8% +$1.98M 8.28% 4
2022
Q2 		$24.9M Buy
356,892
+27,990
+9% +$2.05M 8.44% 4
2022
Q1 		$27.2M Buy
328,902
+1,519
+0.5% +$123K 7.75% 4
2021
Q4 		$28.6M Buy
327,383
+4,100
+1% +$385K 7.68% 4
2021
Q3 		$28.2M Buy
323,283
+36,988
+13% +$3.27M 8.94% 4
2021
Q2 		$22.3M Buy
286,295
+26,591
+10% +$2.08M 7.29% 4
2021
Q1 		$18.2M Sell
259,704
-7,475
-3% -$484K 6.53% 5
2020
Q4 		$17.3M Buy
267,179
+10,797
+4% +$643K 6.49% 5
2020
Q3 		$15.3M Sell
256,382
-67,340
-21% -$3.83M 6.56% 4
2020
Q2 		$17.9M Buy
323,722
+28,629
+10% +$1.52M 8.34% 4
2020
Q1 		$14.3M Sell
295,093
-18,559
-6% -$958K 7.98% 4
2019
Q4 		$16.6M Buy
313,652
+31,817
+11% +$1.75M 7.69% 5
2019
Q3 		$15.5M Buy
281,835
+80,663
+40% +$4.46M 7.75% 5
2019
Q2 		$12.8M Sell
201,172
-4,295
-2% -$232K 6.56% 5
2019
Q1 		$11M Sell
205,467
-12,281
-6% -$626K 6.1% 5
2018
Q4 		$9.83M Buy
217,748
+3,893
+2% +$187K 6.12% 5
2018
Q3 		$11M Buy
213,855
+69,743
+48% +$3.39M 5.95% 5
2018
Q2 		$6.35M Sell
144,112
-49
-0% -$2.26K 3.73% 6
2018
Q1 		$6.6M Buy
+144,161
New +$7.17M 3.93% 6

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Peninsula Wealth's ORCL Position: Q4 2024 in Review

Peninsula Wealth reduced its Oracle (ORCL) stake by 6.5% in Q4 2024, selling an estimated $4.72M and leaving 383,800 shares worth $64M. The position accounts for 10.9% of the portfolio, ranked #3.

Peninsula Wealth first reported a position in ORCL in Q1 2018 and has held it in 28 quarters since. The position peaked at $71.7M in Q3 2024. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Peninsula Wealth held 383,800 shares of Oracle worth $64M as of Q4 2024.
  • Peninsula Wealth sold 26,553 Oracle shares in Q4 2024, an estimated $4.72M.
  • Oracle made up 10.9% of Peninsula Wealth's portfolio in Q4 2024, its #3 holding.
  • Peninsula Wealth first reported a position in Oracle in Q1 2018 and has held it in 28 quarters since.
  • Peninsula Wealth's Oracle position peaked at $71.7M in Q3 2024.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.