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Schechter Investment Advisors’s Oracle ORCL Stock Holding History

Schechter Investment 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
Q1 		$4.15M Sell
29,672
-2,932
-9% -$477K 0.34% 61
2024
Q4 		$5.43M Buy
32,604
+293
+0.9% +$52K 0.42% 49
2024
Q3 		$5.51M Buy
32,311
+8,116
+34% +$1.18M 0.41% 48
2024
Q2 		$3.42M Buy
24,195
+1,641
+7% +$204K 0.26% 69
2024
Q1 		$2.83M Buy
22,554
+2,707
+14% +$310K 0.21% 88
2023
Q4 		$2.09M Buy
19,847
+3,201
+19% +$349K 0.18% 110
2023
Q3 		$1.76M Sell
16,646
-168
-1% -$19.4K 0.17% 121
2023
Q2 		$2M Buy
16,814
+168
+1% +$17.4K 0.18% 108
2023
Q1 		$1.55M Buy
16,646
+345
+2% +$30.3K 0.14% 167
2022
Q4 		$1.33M Buy
16,301
+2,961
+22% +$225K 0.12% 209
2022
Q3 		$815K Buy
13,340
+1,451
+12% +$106K 0.08% 350
2022
Q2 		$831K Sell
11,889
-8,749
-42% -$640K 0.08% 351
2022
Q1 		$1.71M Sell
20,638
-3,220
-13% -$261K 0.16% 138
2021
Q4 		$2.08M Buy
+23,858
New +$2.24M 0.19% 111

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

Schechter Investment Advisors's ORCL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Oracle (ORCL) stake by 9% in Q1 2025, selling an estimated $477K and leaving 29,672 shares worth $4.15M. The position accounts for 0.34% of the portfolio, ranked #61.

Schechter Investment Advisors first reported a position in ORCL in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.51M in Q3 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Schechter Investment Advisors held 29,672 shares of Oracle worth $4.15M as of Q1 2025.
  • Schechter Investment Advisors sold 2,932 Oracle shares in Q1 2025, an estimated $477K.
  • Oracle made up 0.34% of Schechter Investment Advisors's portfolio in Q1 2025, its #61 holding.
  • Schechter Investment Advisors first reported a position in Oracle in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Oracle position peaked at $5.51M in Q3 2024.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.