Smith Anglin Financial’s Oracle ORCL Stock Holding History

Smith Anglin Financial’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	$959K	Buy	4,385 +658	+18%	+$106K	0.09%	85
2025 Q1	$521K	Buy	3,727 +11	+0.3%	+$1.79K	0.06%	119
2024 Q4	$619K	Hold	3,716	–	–	0.06%	104
2024 Q3	$633K	Buy	3,716 +74	+2%	+$10.7K	0.06%	102
2024 Q2	$514K	Sell	3,642 -185	-5%	-$23K	0.05%	104
2024 Q1	$481K	Buy	3,827 +600	+19%	+$68.7K	0.05%	112
2023 Q4	$340K	Buy	3,227 +11	+0.3%	+$1.2K	0.04%	127
2023 Q3	$341K	Buy	3,216 +110	+4%	+$12.7K	0.04%	124
2023 Q2	$370K	Buy	3,106 +211	+7%	+$21.8K	0.04%	116
2023 Q1	$269K	Buy	2,895 +10	+0.3%	+$877	0.04%	132
2022 Q4	$236K	Buy	+2,885	New	+$219K	0.04%	125
2022 Q3	–	Sell	-2,980	Closed	-$208K	–	147
2022 Q2	$208K	Buy	2,980 +11	+0.4%	+$805	0.06%	122
2022 Q1	$246K	Sell	2,969 -1,224	-29%	-$99.1K	0.06%	112
2021 Q4	$366K	Buy	4,193 +9	+0.2%	+$845	0.06%	109
2021 Q3	$365K	Sell	4,184 -418	-9%	-$36.9K	0.07%	97
2021 Q2	$358K	Buy	4,602 +634	+16%	+$49.6K	0.07%	105
2021 Q1	$278K	Buy	3,968 +15	+0.4%	+$971	0.06%	113
2020 Q4	$256K	Buy	+3,953	New	+$235K	0.05%	109

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

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 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 Oslo, Norway $935B AUM

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