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Sterling Wealth Management’s Oracle ORCL Stock Holding History

Sterling Wealth Management’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
-919
Closed -$258K – 111
2025
Q3 		$258K Sell
919
-241
-21% -$61.4K 0.08% 91
2025
Q2 		$254K Buy
+1,160
New +$187K 0.09% 93
2024
Q4 		$309K Sell
1,855
-97
-5% -$17.2K 0.11% 86
2024
Q3 		$333K Buy
+1,952
New +$283K 0.12% 86

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 Wealth Management's ORCL Position: Q4 2025 in Review

Sterling Wealth Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 919 shares — an estimated $258K sold.

Sterling Wealth Management first reported a position in ORCL in Q3 2024 and held it in 4 quarters. The position peaked at $333K in Q3 2024. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Sterling Wealth Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Sterling Wealth Management sold 919 Oracle shares in Q4 2025, an estimated $258K.
  • Sterling Wealth Management first reported a position in Oracle in Q3 2024 and held it in 4 quarters.
  • Sterling Wealth Management's Oracle position peaked at $333K in Q3 2024.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Sterling Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.