REDW Wealth’s Oracle ORCL Stock Holding History

REDW Wealth’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	–	Sell	-776	Closed	-$218K	–	111
2025 Q3	$218K	Sell	776 -583	-43%	-$148K	0.08%	106
2025 Q2	$297K	Sell	1,359 -584	-30%	-$94.3K	0.12%	82
2025 Q1	$272K	Hold	1,943	–	–	0.1%	87
2024 Q4	$324K	Sell	1,943 -1,380	-42%	-$245K	0.11%	74
2024 Q3	$566K	Hold	3,323	–	–	0.15%	79
2024 Q2	$469K	Buy	3,323 +300	+10%	+$37.3K	0.12%	90
2024 Q1	$380K	Buy	3,023 +18	+0.6%	+$2.06K	0.1%	104
2023 Q4	$317K	Hold	3,005	–	–	0.09%	109
2023 Q3	$318K	Hold	3,005	–	–	0.1%	104
2023 Q2	$358K	Hold	3,005	–	–	0.11%	105
2023 Q1	$279K	Hold	3,005	–	–	0.09%	107
2022 Q4	$246K	Buy	+3,005	New	+$228K	0.08%	115
2022 Q3	–	Sell	-3,255	Closed	-$227K	–	118
2022 Q2	$227K	Sell	3,255 -200	-6%	-$14.6K	0.08%	106
2022 Q1	$286K	Hold	3,455	–	–	0.08%	96
2021 Q4	$301K	Hold	3,455	–	–	0.09%	90
2021 Q3	$301K	Hold	3,455	–	–	0.1%	83
2021 Q2	$269K	Buy	3,455 +200	+6%	+$15.7K	0.09%	89
2021 Q1	$228K	Hold	3,255	–	–	0.08%	103
2020 Q4	$211K	Buy	+3,255	New	+$194K	0.08%	92
2019 Q4	–	Sell	-3,655	Closed	-$201K	–	88
2019 Q3	$201K	Buy	+3,655	New	+$202K	0.12%	77

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

REDW Wealth's ORCL Position: Q4 2025 in Review

REDW Wealth sold out of Oracle (ORCL) in Q4 2025, closing a stake of 776 shares — an estimated $218K sold.

REDW Wealth first reported a position in ORCL in Q3 2019 and held it in 20 quarters. The position peaked at $566K in Q3 2024. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

REDW Wealth reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
REDW Wealth sold 776 Oracle shares in Q4 2025, an estimated $218K.
REDW Wealth first reported a position in Oracle in Q3 2019 and held it in 20 quarters.
REDW Wealth's Oracle position peaked at $566K in Q3 2024.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on REDW Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.