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PFW Advisors’s Oracle ORCL Stock Holding History

PFW 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
Q2 		– Sell
-1,873
Closed -$262K – 130
2025
Q1 		$262K Buy
1,873
+2
+0.1% +$326 0.08% 103
2024
Q4 		$312K Buy
+1,871
New +$332K 0.1% 99
2024
Q2 		$264K Hold
1,870
– – 0.08% 104
2024
Q1 		$235K Sell
1,870
-75
-4% -$8.58K 0.07% 114
2023
Q4 		$205K Buy
+1,945
New +$212K 0.07% 116
2023
Q3 		– Sell
-1,839
Closed -$208K – 118
2023
Q2 		$208K Buy
+1,839
New +$190K 0.07% 115
2019
Q3 		$320K Buy
+1,877
New +$104K 0.1% 102

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PFW Advisors's ORCL Position: Q2 2025 in Review

PFW Advisors sold out of Oracle (ORCL) in Q2 2025, closing a stake of 1,873 shares — an estimated $262K sold.

PFW Advisors first reported a position in ORCL in Q3 2019 and held it in 7 quarters. The position peaked at $320K in Q3 2019. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • PFW Advisors reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
  • PFW Advisors sold 1,873 Oracle shares in Q2 2025, an estimated $262K.
  • PFW Advisors first reported a position in Oracle in Q3 2019 and held it in 7 quarters.
  • PFW Advisors's Oracle position peaked at $320K in Q3 2019.
  • 3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on PFW Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.