SS&H Financial Advisors’s Oracle ORCL Stock Holding History

SS&H Financial Advisors’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	$9.29M	Buy	47,650 +4,560	+11%	+$1.09M	2.71%	7
2025 Q3	$12.1M	Buy	43,090 +1,350	+3%	+$344K	3.68%	5
2025 Q2	$9.13M	Sell	41,740 -667	-2%	-$108K	3.05%	7
2025 Q1	$5.93M	Sell	42,407 -467	-1%	-$76K	2.21%	10
2024 Q4	$7.14M	Sell	42,874 -50	-0.1%	-$8.88K	2.6%	8
2024 Q3	$7.31M	Hold	42,924	–	–	2.66%	8
2024 Q2	$6.06M	Hold	42,924	–	–	2.37%	8
2024 Q1	$5.39M	Buy	42,924 +1,000	+2%	+$114K	2.25%	8
2023 Q4	$4.42M	Buy	41,924 +1,615	+4%	+$176K	1.87%	13
2023 Q3	$4.27M	Buy	+40,309	New	+$4.67M	2%	13
2023 Q1	$3.97M	Buy	42,734 +2,666	+7%	+$234K	1.82%	13
2022 Q4	$3.28M	Sell	40,068 -7,000	-15%	-$532K	1.56%	18
2022 Q3	$2.87M	Sell	47,068 -1,000	-2%	-$73.2K	1.49%	20
2022 Q2	$3.36M	Sell	48,068 -2,050	-4%	-$150K	1.55%	18
2022 Q1	$4.15M	Buy	+50,118	New	+$4.06M	1.62%	17

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

SS&H Financial Advisors's ORCL Position: Q4 2025 in Review

SS&H Financial Advisors increased its Oracle (ORCL) stake by 11% in Q4 2025, buying an estimated $1.09M and bringing the position to 47,650 shares worth $9.29M. The position accounts for 2.71% of the portfolio, ranked #7.

SS&H Financial Advisors first reported a position in ORCL in Q1 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q3 2025. 3,758 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

SS&H Financial Advisors held 47,650 shares of Oracle worth $9.29M as of Q4 2025.
SS&H Financial Advisors bought 4,560 Oracle shares in Q4 2025, an estimated $1.09M.
Oracle made up 2.71% of SS&H Financial Advisors's portfolio in Q4 2025, its #7 holding.
SS&H Financial Advisors first reported a position in Oracle in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Oracle position peaked at $12.1M in Q3 2025.
3,758 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.