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Roberts Capital Advisors’s Oracle ORCL Stock Holding History

Roberts Capital 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 		– Sell
-2,436
Closed -$685K – 47
2025
Q3 		$685K Sell
2,436
-6,992
-74% -$1.78M 0.76% 44
2025
Q2 		$2.06M Hold
9,428
– – 1.53% 15
2025
Q1 		$1.32M Hold
9,428
– – 1.16% 19
2024
Q4 		$1.57M Hold
9,428
– – 1.32% 16
2024
Q3 		$1.61M Hold
9,428
– – 1.37% 15
2024
Q2 		$1.18M Hold
9,428
– – 1.14% 18
2024
Q1 		$1.18M Buy
+9,428
New +$1.08M 1.14% 18
2022
Q3 		$617K Hold
10,107
– – 0.89% 29
2022
Q2 		$706K Hold
10,107
– – 0.97% 30
2022
Q1 		$836K Hold
10,107
– – 0.86% 30
2021
Q4 		$881K Buy
+10,107
New +$949K 0.82% 39

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Roberts Capital Advisors's ORCL Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Oracle (ORCL) in Q4 2025, closing a stake of 2,436 shares — an estimated $685K sold.

Roberts Capital Advisors first reported a position in ORCL in Q4 2021 and held it in 11 quarters. The position peaked at $2.06M in Q2 2025. 3,759 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Roberts Capital Advisors reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 2,436 Oracle shares in Q4 2025, an estimated $685K.
  • Roberts Capital Advisors first reported a position in Oracle in Q4 2021 and held it in 11 quarters.
  • Roberts Capital Advisors's Oracle position peaked at $2.06M in Q2 2025.
  • 3,759 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.