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Rockbridge Investment Management’s Oracle ORCL Stock Holding History

Rockbridge Investment Management’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
Q3 		– Sell
-7,512
Closed -$1.64M – 135
2025
Q2 		$1.64M Hold
7,512
– – 0.18% 46
2025
Q1 		$1.05M Buy
7,512
+20
+0.3% +$3.26K 0.12% 54
2024
Q4 		$1.25M Sell
7,492
-842
-10% -$150K 0.16% 53
2024
Q3 		$1.42M Sell
8,334
-400
-5% -$57.9K 0.18% 46
2024
Q2 		$1.23M Sell
8,734
-300
-3% -$37.3K 0.17% 49
2024
Q1 		$1.13M Buy
9,034
+8,267
+1,078% +$946K 0.17% 50
2023
Q4 		$80.9K Buy
+767
New +$83.7K 0.01% 193
2022
Q3 		– Sell
-67
Closed -$4.68K – 449
2022
Q2 		$4.68K Sell
67
-813
-92% -$59.5K ﹤0.01% 469
2022
Q1 		$72.2K Sell
880
-309
-26% -$25K 0.01% 255
2021
Q4 		$104K Buy
1,189
+113
+11% +$10.6K 0.02% 253
2021
Q3 		$94K Buy
1,076
+86
+9% +$7.6K 0.02% 242
2021
Q2 		$77K Buy
990
+1
+0.1% +$78 0.01% 257
2021
Q1 		$69K Buy
989
+190
+24% +$12.3K 0.01% 257
2020
Q4 		$52K Hold
799
– – 0.01% 278
2020
Q3 		$48K Hold
799
– – 0.01% 275
2020
Q2 		$44K Buy
+799
New +$42.3K 0.01% 243

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockbridge Investment Management's ORCL Position: Q3 2025 in Review

Rockbridge Investment Management sold out of Oracle (ORCL) in Q3 2025, closing a stake of 7,512 shares — an estimated $1.64M sold.

Rockbridge Investment Management first reported a position in ORCL in Q2 2020 and held it in 16 quarters. The position peaked at $1.64M in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Rockbridge Investment Management reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Rockbridge Investment Management sold 7,512 Oracle shares in Q3 2025, an estimated $1.64M.
  • Rockbridge Investment Management first reported a position in Oracle in Q2 2020 and held it in 16 quarters.
  • Rockbridge Investment Management's Oracle position peaked at $1.64M in Q2 2025.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Rockbridge Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.