Pinney & Scofield’s Oracle ORCL Stock Holding History

Pinney & Scofield’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	-39	Closed	-$6.5K	–	223
2024 Q4	$6.5K	Buy	+39	New	+$6.93K	﹤0.01%	184

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pinney & Scofield's ORCL Position: Q1 2025 in Review

Pinney & Scofield sold out of Oracle (ORCL) in Q1 2025, closing a stake of 39 shares — an estimated $6.5K sold.

Pinney & Scofield first reported a position in ORCL in Q4 2024 and held it in 1 quarter. The position peaked at $6.5K in Q4 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

Pinney & Scofield reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
Pinney & Scofield sold 39 Oracle shares in Q1 2025, an estimated $6.5K.
Pinney & Scofield first reported a position in Oracle in Q4 2024 and held it in 1 quarter.
Pinney & Scofield's Oracle position peaked at $6.5K in Q4 2024.
3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Pinney & Scofield's 13F filing for Q1 2025, filed 9 May 2025.