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Principia Wealth Advisory’s Oracle ORCL Stock Holding History

Principia Wealth Advisory’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 		$17.9K Buy
92
+11
+14% +$2.62K 0.01% 161
2025
Q3 		$22.8K Buy
81
+8
+11% +$2.04K 0.02% 158
2025
Q2 		$16K Buy
73
+5
+7% +$807 0.01% 140
2025
Q1 		$9.5K Buy
68
+27
+66% +$4.4K 0.01% 133
2024
Q4 		$6.83K Buy
+41
New +$7.28K 0.01% 137

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principia Wealth Advisory's ORCL Position: Q4 2025 in Review

Principia Wealth Advisory increased its Oracle (ORCL) stake by 14% in Q4 2025, buying an estimated $2.62K and bringing the position to 92 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #161.

Principia Wealth Advisory first reported a position in ORCL in Q4 2024 and has held it in 5 quarters since. The position peaked at $22.8K in Q3 2025. 3,772 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Principia Wealth Advisory held 92 shares of Oracle worth $17.9K as of Q4 2025.
  • Principia Wealth Advisory bought 11 Oracle shares in Q4 2025, an estimated $2.62K.
  • Oracle made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #161 holding.
  • Principia Wealth Advisory first reported a position in Oracle in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Oracle position peaked at $22.8K in Q3 2025.
  • 3,772 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.