Stephens Consulting’s Oracle ORCL Stock Holding History

Stephens Consulting’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	$48.9K	Buy	251 +23	+10%	+$5.48K	0.02%	143
2025 Q3	$64.1K	Sell	228 -2,897	-93%	-$738K	0.02%	121
2025 Q2	$683K	Sell	3,125 -458	-13%	-$74K	0.16%	51
2025 Q1	$501K	Buy	3,583 +127	+4%	+$20.7K	0.13%	56
2024 Q4	$576K	Buy	3,456 +482	+16%	+$85.6K	0.14%	54
2024 Q3	$507K	Sell	2,974 -1,075	-27%	-$156K	0.13%	54
2024 Q2	$572K	Buy	4,049 +217	+6%	+$26.9K	0.16%	48
2024 Q1	$481K	Hold	3,832	–	–	0.15%	47
2023 Q4	$404K	Hold	3,832	–	–	0.14%	52
2023 Q3	$406K	Buy	3,832 +1,400	+58%	+$162K	0.16%	46
2023 Q2	$290K	Hold	2,432	–	–	0.11%	61
2023 Q1	$226K	Hold	2,432	–	–	0.14%	73
2022 Q4	$199K	Hold	2,432	–	–	0.13%	71
2022 Q3	$149K	Hold	2,432	–	–	0.13%	81
2022 Q2	$170K	Hold	2,432	–	–	0.14%	72
2022 Q1	$201K	Hold	2,432	–	–	0.16%	80
2021 Q4	$212K	Buy	+2,432	New	+$228K	0.18%	92

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stephens Consulting's ORCL Position: Q4 2025 in Review

Stephens Consulting increased its Oracle (ORCL) stake by 10% in Q4 2025, buying an estimated $5.48K and bringing the position to 251 shares worth $48.9K. The position accounts for 0.02% of the portfolio, ranked #143.

Stephens Consulting first reported a position in ORCL in Q4 2021 and has held it in 17 quarters since. The position peaked at $683K in Q2 2025. 3,772 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Stephens Consulting held 251 shares of Oracle worth $48.9K as of Q4 2025.
Stephens Consulting bought 23 Oracle shares in Q4 2025, an estimated $5.48K.
Oracle made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #143 holding.
Stephens Consulting first reported a position in Oracle in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Oracle position peaked at $683K in Q2 2025.
3,772 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.