RMR Wealth Builders’s Oracle ORCL Stock Holding History

RMR Wealth Builders’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	$2.69M	Buy	18,317 +4,724	+35%	+$768K	0.21%	73
2025 Q4	$2.65M	Buy	13,593 +2,695	+25%	+$642K	0.21%	63
2025 Q3	$3.06M	Buy	10,898 +591	+6%	+$151K	0.26%	51
2025 Q2	$2.25M	Buy	10,307 +1,030	+11%	+$166K	0.2%	64
2025 Q1	$1.3M	Buy	9,277 +2,122	+30%	+$345K	0.14%	94
2024 Q4	$1.19M	Buy	7,155 +5,675	+383%	+$1.01M	0.12%	95
2024 Q3	$252K	Sell	1,480 -69	-4%	-$9.99K	0.03%	225
2024 Q2	$219K	Sell	1,549 -1,233	-44%	-$153K	0.03%	235
2024 Q1	$349K	Buy	+2,782	New	+$318K	0.04%	192
2021 Q4	–	Sell	-3,051	Closed	-$266K	–	184
2021 Q3	$266K	Buy	+3,051	New	+$269K	0.08%	149
2021 Q2	–	Sell	-2,246	Closed	-$158K	–	522
2021 Q1	$158K	Buy	2,246 +2,152	+2,289%	+$139K	0.04%	221
2020 Q4	$6K	Sell	94 -4,581	-98%	-$273K	﹤0.01%	450
2020 Q3	$279K	Buy	4,675 +4,581	+4,873%	+$260K	0.07%	161
2020 Q2	$5K	Buy	+94	New	+$4.98K	﹤0.01%	384
2019 Q4	$46K	Buy	+867	New	+$47.7K	0.04%	237

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