SIMA Wealth Partners’s Oracle ORCL Stock Holding History

SIMA Wealth Partners’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	-35	Closed	-$9.84K	–	153
2025 Q3	$9.84K	Buy	+35	New	+$8.91K	0.01%	124

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

SIMA Wealth Partners's ORCL Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Oracle (ORCL) in Q4 2025, closing a stake of 35 shares — an estimated $9.84K sold.

SIMA Wealth Partners first reported a position in ORCL in Q3 2025 and held it in 1 quarter. The position peaked at $9.84K in Q3 2025. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

SIMA Wealth Partners reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 35 Oracle shares in Q4 2025, an estimated $9.84K.
SIMA Wealth Partners first reported a position in Oracle in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's Oracle position peaked at $9.84K in Q3 2025.
3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.