SF
ORCL icon

Safeguard Financial’s Oracle ORCL Stock Holding History

Safeguard Financial’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
Q1 		$306K Sell
2,187
-313
-13% -$51K 0.07% 84
2024
Q4 		$417K Buy
2,500
+207
+9% +$36.8K 0.09% 77
2024
Q3 		$391K Sell
2,293
-7
-0.3% -$1.01K 0.09% 81
2024
Q2 		$325K Buy
+2,300
New +$286K 0.09% 78
2023
Q3 		– Sell
-340
Closed -$40K – 403
2023
Q2 		$40K Buy
+340
New +$35.2K 0.02% 176

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Safeguard Financial's ORCL Position: Q1 2025 in Review

Safeguard Financial reduced its Oracle (ORCL) stake by 13% in Q1 2025, selling an estimated $51K and leaving 2,187 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #84.

Safeguard Financial first reported a position in ORCL in Q2 2023 and has held it in 5 quarters since. The position peaked at $417K in Q4 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Safeguard Financial held 2,187 shares of Oracle worth $306K as of Q1 2025.
  • Safeguard Financial sold 313 Oracle shares in Q1 2025, an estimated $51K.
  • Oracle made up 0.07% of Safeguard Financial's portfolio in Q1 2025, its #84 holding.
  • Safeguard Financial first reported a position in Oracle in Q2 2023 and has held it in 5 quarters since.
  • Safeguard Financial's Oracle position peaked at $417K in Q4 2024.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.