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Sterling Financial Planning’s Oracle ORCL Stock Holding History

Sterling Financial Planning’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 		– Sell
-994
Closed -$280K – 121
2025
Q3 		$280K Sell
994
-393
-28% -$100K 0.09% 96
2025
Q2 		$303K Buy
+1,387
New +$224K 0.1% 89
2025
Q1 		– Sell
-1,266
Closed -$211K – 111
2024
Q4 		$211K Buy
+1,266
New +$225K 0.08% 106
2021
Q4 		– Sell
-1,141
Closed -$99K – 294
2021
Q3 		$99K Buy
1,141
+400
+54% +$35.3K 0.06% 128
2021
Q2 		$58K Hold
741
– – 0.04% 159
2021
Q1 		$52K Hold
741
– – 0.04% 151
2020
Q4 		$48K Buy
+741
New +$44.1K 0.04% 148

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sterling Financial Planning's ORCL Position: Q4 2025 in Review

Sterling Financial Planning sold out of Oracle (ORCL) in Q4 2025, closing a stake of 994 shares — an estimated $280K sold.

Sterling Financial Planning first reported a position in ORCL in Q4 2020 and held it in 7 quarters. The position peaked at $303K in Q2 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Sterling Financial Planning reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Sterling Financial Planning sold 994 Oracle shares in Q4 2025, an estimated $280K.
  • Sterling Financial Planning first reported a position in Oracle in Q4 2020 and held it in 7 quarters.
  • Sterling Financial Planning's Oracle position peaked at $303K in Q2 2025.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Sterling Financial Planning's 13F filing for Q4 2025, filed 27 Jan 2026.