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Putney Financial Group’s Oracle ORCL Stock Holding History

Putney Financial Group’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
Q3 		– Sell
-691
Closed -$151K – 214
2025
Q2 		$151K Sell
691
-150
-18% -$24.2K 0.15% 76
2025
Q1 		$118K Sell
841
-999
-54% -$163K 0.12% 80
2024
Q4 		$307K Buy
+1,840
New +$327K 0.27% 55

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Putney Financial Group's ORCL Position: Q3 2025 in Review

Putney Financial Group sold out of Oracle (ORCL) in Q3 2025, closing a stake of 691 shares — an estimated $151K sold.

Putney Financial Group first reported a position in ORCL in Q4 2024 and held it in 3 quarters. The position peaked at $307K in Q4 2024. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Putney Financial Group reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 691 Oracle shares in Q3 2025, an estimated $151K.
  • Putney Financial Group first reported a position in Oracle in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Oracle position peaked at $307K in Q4 2024.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.