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Sonora Investment Management Group’s Oracle ORCL Stock Holding History

Sonora Investment Management Group’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
Q3 		$51.2M Sell
182,166
-3,292
-2% -$838K 3.63% 3
2025
Q2 		$40.5M Buy
185,458
+3,955
+2% +$639K 3.01% 3
2025
Q1 		$25.4M Sell
181,503
-81
-0% -$13.2K 2.01% 9
2024
Q4 		$30.3M Buy
181,584
+4,098
+2% +$728K 2.32% 5
2024
Q3 		$30.2M Sell
177,486
-24
-0% -$3.48K 2.24% 5
2024
Q2 		$22.3M Hold
177,510
– – 1.74% 10
2024
Q1 		$22.3M Buy
177,510
+3,287
+2% +$376K 1.74% 10
2023
Q4 		$18.4M Buy
174,223
+2,990
+2% +$326K 1.49% 14
2023
Q3 		$18.1M Sell
171,233
-1,171
-0.7% -$136K 1.55% 11
2023
Q2 		$20.5M Sell
172,404
-1,480
-0.9% -$153K 1.72% 6
2023
Q1 		$16.2M Buy
173,884
+3,597
+2% +$315K 1.41% 14
2022
Q4 		$13.9M Buy
170,287
+17,645
+12% +$1.34M 1.27% 24
2022
Q3 		$10.7M Hold
152,642
– – 1.37% 22
2022
Q2 		$10.7M Buy
152,642
+6,247
+4% +$457K 1.01% 31
2022
Q1 		$12.1M Buy
146,395
+8,474
+6% +$686K 1.37% 20
2021
Q4 		$12M Buy
+137,921
New +$12.9M 1.4% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonora Investment Management Group's ORCL Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Oracle (ORCL) stake by 1.8% in Q3 2025, selling an estimated $838K and leaving 182,166 shares worth $51.2M. The position accounts for 3.63% of the portfolio, ranked #3.

Sonora Investment Management Group first reported a position in ORCL in Q4 2021 and has held it in 16 quarters since. 3,821 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Sonora Investment Management Group held 182,166 shares of Oracle worth $51.2M as of Q3 2025.
  • Sonora Investment Management Group sold 3,292 Oracle shares in Q3 2025, an estimated $838K.
  • Oracle made up 3.63% of Sonora Investment Management Group's portfolio in Q3 2025, its #3 holding.
  • Sonora Investment Management Group first reported a position in Oracle in Q4 2021 and has held it in 16 quarters since.
  • 3,821 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.