SFE Investment Counsel’s Oracle ORCL Stock Holding History

SFE Investment Counsel’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	–	Sell	-727	Closed	-$204K	–	152
2025 Q3	$204K	Buy	+727	New	+$185K	0.03%	142

Other funds holding ORCL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFE Investment Counsel's ORCL Position: Q4 2025 in Review

SFE Investment Counsel sold out of Oracle (ORCL) in Q4 2025, closing a stake of 727 shares — an estimated $204K sold.

SFE Investment Counsel first reported a position in ORCL in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

SFE Investment Counsel reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
SFE Investment Counsel sold 727 Oracle shares in Q4 2025, an estimated $204K.
SFE Investment Counsel first reported a position in Oracle in Q3 2025 and held it in 1 quarter.
SFE Investment Counsel's Oracle position peaked at $204K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on SFE Investment Counsel's 13F filing for Q4 2025, filed 5 Feb 2026.