RBO & Co’s Oracle ORCL Stock Holding History

RBO & Co’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
2026 Q1	$971K	Hold	6,600	–	–	0.16%	41
2025 Q4	$1.29M	Hold	6,600	–	–	0.2%	38
2025 Q3	$1.86M	Hold	6,600	–	–	0.29%	36
2025 Q2	$1.44M	Hold	6,600	–	–	0.23%	39
2025 Q1	$923K	Hold	6,600	–	–	0.15%	39
2024 Q4	$1.1M	Hold	6,600	–	–	0.18%	39
2024 Q3	$1.12M	Hold	6,600	–	–	0.18%	39
2024 Q2	$932K	Hold	6,600	–	–	0.17%	40
2024 Q1	$829K	Hold	6,600	–	–	0.14%	42
2023 Q4	$696K	Hold	6,600	–	–	0.12%	44
2023 Q3	$699K	Hold	6,600	–	–	0.13%	43
2023 Q2	$786K	Hold	6,600	–	–	0.13%	41
2023 Q1	$613K	Hold	6,600	–	–	0.11%	40
2022 Q4	$539K	Hold	6,600	–	–	0.1%	40
2022 Q3	$403K	Hold	6,600	–	–	0.08%	46
2022 Q2	$461K	Hold	6,600	–	–	0.08%	45
2022 Q1	$546K	Hold	6,600	–	–	0.09%	46
2021 Q4	$576K	Hold	6,600	–	–	0.09%	46
2021 Q3	$575K	Hold	6,600	–	–	0.1%	46
2021 Q2	$514K	Hold	6,600	–	–	0.09%	47
2021 Q1	$463K	Hold	6,600	–	–	0.08%	49
2020 Q4	$427K	Hold	6,600	–	–	0.09%	43
2020 Q3	$394K	Buy	+6,600	New	+$375K	0.09%	43

Other funds holding ORCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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