Redmont Wealth Advisors’s Oracle ORCL Stock Holding History

Redmont Wealth 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 Q4	$48.5K	Sell	249 -51	-17%	-$12.1K	0.07%	95
2025 Q3	$84.4K	Sell	300 -19	-6%	-$4.84K	0.12%	83
2025 Q2	$69.7K	Buy	319 +124	+64%	+$20K	0.1%	81
2025 Q1	$27.3K	Buy	+195	New	+$31.7K	0.05%	91
2024 Q4	–	Sell	-319	Closed	-$54.4K	–	232
2024 Q3	$54.4K	Hold	319	–	–	0.08%	86
2024 Q2	$45K	Hold	319	–	–	0.07%	92
2024 Q1	$40.1K	Buy	+319	New	+$36.5K	0.06%	103

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redmont Wealth Advisors's ORCL Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Oracle (ORCL) stake by 17% in Q4 2025, selling an estimated $12.1K and leaving 249 shares worth $48.5K. The position accounts for 0.07% of the portfolio, ranked #95.

Redmont Wealth Advisors first reported a position in ORCL in Q1 2024 and has held it in 7 quarters since. The position peaked at $84.4K in Q3 2025. 3,772 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Redmont Wealth Advisors held 249 shares of Oracle worth $48.5K as of Q4 2025.
Redmont Wealth Advisors sold 51 Oracle shares in Q4 2025, an estimated $12.1K.
Oracle made up 0.07% of Redmont Wealth Advisors's portfolio in Q4 2025, its #95 holding.
Redmont Wealth Advisors first reported a position in Oracle in Q1 2024 and has held it in 7 quarters since.
Redmont Wealth Advisors's Oracle position peaked at $84.4K in Q3 2025.
3,772 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.