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Ruedi Wealth Management’s Oracle ORCL Stock Holding History

Ruedi Wealth 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
Q2 		– Sell
-511
Closed -$71.4K – 244
2025
Q1 		$71.4K Buy
511
+1
+0.2% +$163 0.02% 77
2024
Q4 		$84.9K Buy
510
+1
+0.2% +$178 0.03% 72
2024
Q3 		$86.7K Sell
509
-698
-58% -$101K 0.03% 73
2024
Q2 		$170K Buy
1,207
+40
+3% +$4.97K 0.07% 50
2024
Q1 		$147K Buy
1,167
+2
+0.2% +$229 0.06% 52
2023
Q4 		$123K Sell
1,165
-330
-22% -$36K 0.06% 54
2023
Q3 		$158K Hold
1,495
– – 0.09% 46
2023
Q2 		$178K Hold
1,495
– – 0.1% 44
2023
Q1 		$139K Hold
1,495
– – 0.09% 46
2022
Q4 		$122K Buy
+1,495
New +$114K 0.09% 47

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
Morgan Stanley
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Ruedi Wealth Management's ORCL Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Oracle (ORCL) in Q2 2025, closing a stake of 511 shares — an estimated $71.4K sold.

Ruedi Wealth Management first reported a position in ORCL in Q4 2022 and held it in 10 quarters. The position peaked at $178K in Q2 2023. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 511 Oracle shares in Q2 2025, an estimated $71.4K.
  • Ruedi Wealth Management first reported a position in Oracle in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Oracle position peaked at $178K in Q2 2023.
  • 3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.