Secure Asset Management’s Oracle ORCL Stock Holding History

Secure Asset 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
2026 Q1	$2.59M	Buy	17,576 +4,659	+36%	+$757K	0.41%	67
2025 Q4	$2.52M	Buy	12,917 +3,088	+31%	+$735K	0.4%	68
2025 Q3	$2.84M	Sell	9,829 -3,541	-26%	-$902K	0.47%	57
2025 Q2	$2.92M	Buy	13,370 +135	+1%	+$21.8K	0.54%	45
2025 Q1	$1.85M	Buy	13,235 +2,365	+22%	+$385K	0.37%	87
2024 Q4	$1.81M	Buy	10,870 +434	+4%	+$77.1K	0.27%	88
2024 Q3	$1.78M	Sell	10,436 -432	-4%	-$62.6K	0.3%	77
2024 Q2	$1.53M	Buy	+10,868	New	+$1.35M	0.29%	82
2023 Q1	–	Sell	-3,226	Closed	-$264K	–	201
2022 Q4	$264K	Buy	+3,226	New	+$245K	0.09%	156
2022 Q3	–	Sell	-3,205	Closed	-$224K	–	170
2022 Q2	$224K	Sell	3,205 -1	-0%	-$73	0.12%	142
2022 Q1	$265K	Buy	3,206 +2	+0.1%	+$162	0.12%	153
2021 Q4	$279K	Buy	3,204 +2	+0.1%	+$188	0.11%	156
2021 Q3	$279K	Buy	3,202 +2	+0.1%	+$177	0.14%	134
2021 Q2	$249K	Buy	3,200 +2	+0.1%	+$157	0.13%	156
2021 Q1	$224K	Buy	3,198 +2	+0.1%	+$129	0.12%	159
2020 Q4	$207K	Sell	3,196 -166	-5%	-$9.88K	0.12%	147
2020 Q3	$201K	Buy	+3,362	New	+$191K	0.14%	134

Other funds holding ORCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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