Soundwatch Capital’s Oracle ORCL Stock Holding History

Soundwatch Capital’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
2024 Q4	–	Sell	-1,379	Closed	-$235K	–	38
2024 Q3	$235K	Buy	+1,379	New	+$200K	0.04%	31

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Soundwatch Capital's ORCL Position: Q4 2024 in Review

Soundwatch Capital sold out of Oracle (ORCL) in Q4 2024, closing a stake of 1,379 shares — an estimated $235K sold.

Soundwatch Capital first reported a position in ORCL in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 3,343 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

Soundwatch Capital reported no remaining Oracle position as of Q4 2024 after selling out during the quarter.
Soundwatch Capital sold 1,379 Oracle shares in Q4 2024, an estimated $235K.
Soundwatch Capital first reported a position in Oracle in Q3 2024 and held it in 1 quarter.
Soundwatch Capital's Oracle position peaked at $235K in Q3 2024.
3,343 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Soundwatch Capital's 13F filing for Q4 2024, filed 13 Feb 2025.