SFA
ORCL icon

Semmax Financial Advisors’s Oracle ORCL Stock Holding History

Semmax Financial 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
Q2 		$2.4M Sell
9,610
-4,139
-30% -$668K 0.62% 59
2025
Q1 		$2.07M Sell
13,749
-3,290
-19% -$536K 0.56% 67
2024
Q4 		$2.96M Sell
17,039
-826
-5% -$147K 0.79% 51
2024
Q3 		$3.39M Sell
17,865
-843
-5% -$122K 0.93% 43
2024
Q2 		$2.51M Buy
18,708
+1,358
+8% +$169K 0.75% 55
2024
Q1 		$2.02M Buy
17,350
+1,934
+13% +$221K 0.66% 62
2023
Q4 		$1.75M Buy
15,416
+636
+4% +$69.4K 0.64% 60
2023
Q3 		$1.69M Buy
+14,780
New +$1.71M 0.68% 54
2022
Q4 		$1.4M Sell
15,753
-586
-4% -$44.5K 0.56% 50
2022
Q3 		$1.25M Buy
16,339
+1,043
+7% +$76.4K 0.53% 52
2022
Q2 		$1.19M Sell
15,296
-337
-2% -$24.7K 0.48% 60
2022
Q1 		$1.29M Buy
15,633
+2,329
+18% +$189K 0.51% 64
2021
Q4 		$1.16M Sell
13,304
-7,409
-36% -$696K 0.43% 73
2021
Q3 		$1.8M Sell
20,713
-1,022
-5% -$90.3K 0.62% 61
2021
Q2 		$1.69M Buy
21,735
+184
+0.9% +$14.4K 0.54% 61
2021
Q1 		$1.51M Buy
21,551
+2,329
+12% +$151K 0.54% 64
2020
Q4 		$1.24M Buy
19,222
+1,059
+6% +$63K 0.51% 64
2020
Q3 		$1.08M Buy
18,163
+830
+5% +$47.1K 0.52% 63
2020
Q2 		$958K Buy
17,333
+2,596
+18% +$138K 0.5% 63
2020
Q1 		$712K Buy
14,737
+5,658
+62% +$292K 0.45% 65
2019
Q4 		$481K Buy
9,079
+630
+7% +$34.7K 0.27% 69
2019
Q3 		$465K Buy
8,449
+1,246
+17% +$68.8K 0.28% 66
2019
Q2 		$410K Buy
7,203
+1,988
+38% +$108K 0.26% 71
2019
Q1 		$280K Buy
5,215
+628
+14% +$32K 0.19% 110
2018
Q4 		$207K Buy
+4,587
New +$220K 0.16% 107

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

Semmax Financial Advisors's ORCL Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Oracle (ORCL) stake by 30% in Q2 2025, selling an estimated $668K and leaving 9,610 shares worth $2.4M. The position accounts for 0.62% of the portfolio, ranked #59.

Semmax Financial Advisors first reported a position in ORCL in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.39M in Q3 2024. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Semmax Financial Advisors held 9,610 shares of Oracle worth $2.4M as of Q2 2025.
  • Semmax Financial Advisors sold 4,139 Oracle shares in Q2 2025, an estimated $668K.
  • Oracle made up 0.62% of Semmax Financial Advisors's portfolio in Q2 2025, its #59 holding.
  • Semmax Financial Advisors first reported a position in Oracle in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Oracle position peaked at $3.39M in Q3 2024.
  • 3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.