SageView Advisory Group’s Oracle ORCL Stock Holding History

SageView Advisory Group’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	$3.3M	Sell	16,955 -1,204	-7%	-$287K	0.11%	110
2025 Q3	$5.11M	Sell	18,159 -1,063	-6%	-$271K	0.18%	72
2025 Q2	$4.76M	Buy	19,222 +3,939	+26%	+$636K	0.18%	62
2025 Q1	$2.14M	Buy	15,283 +585	+4%	+$95.2K	0.09%	118
2024 Q4	$2.45M	Buy	14,698 +4,365	+42%	+$775K	0.11%	108
2024 Q3	$1.76M	Sell	10,333 -1,113	-10%	-$161K	0.09%	126
2024 Q2	$1.62M	Buy	+11,446	New	+$1.42M	0.08%	149
2024 Q1	–	Sell	-12,812	Closed	-$1.46M	–	706
2023 Q4	$1.46M	Buy	12,812 +1,975	+18%	+$216K	0.06%	197
2023 Q3	$1.15M	Buy	10,837 +5,106	+89%	+$591K	0.07%	187
2023 Q2	$682K	Buy	5,731 +1,518	+36%	+$157K	0.04%	290
2023 Q1	$391K	Sell	4,213 -705	-14%	-$61.8K	0.03%	346
2022 Q4	$402K	Buy	+4,918	New	+$374K	0.03%	272

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SageView Advisory Group's ORCL Position: Q4 2025 in Review

SageView Advisory Group reduced its Oracle (ORCL) stake by 6.6% in Q4 2025, selling an estimated $287K and leaving 16,955 shares worth $3.3M. The position accounts for 0.11% of the portfolio, ranked #110.

SageView Advisory Group first reported a position in ORCL in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.11M in Q3 2025. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

SageView Advisory Group held 16,955 shares of Oracle worth $3.3M as of Q4 2025.
SageView Advisory Group sold 1,204 Oracle shares in Q4 2025, an estimated $287K.
Oracle made up 0.11% of SageView Advisory Group's portfolio in Q4 2025, its #110 holding.
SageView Advisory Group first reported a position in Oracle in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Oracle position peaked at $5.11M in Q3 2025.
3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.