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Stonegate Investment Group’s Oracle ORCL Stock Holding History

Stonegate Investment Group’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
Q3 		$28M Buy
99,400
+3,065
+3% +$781K 0.65% 37
2025
Q2 		$21.1M Sell
96,335
-323
-0.3% -$52.2K 0.53% 37
2025
Q1 		$13.5M Buy
96,658
+4,437
+5% +$722K 0.36% 45
2024
Q4 		$15.4M Buy
92,221
+282
+0.3% +$50.1K 0.41% 42
2024
Q3 		$15.7M Sell
91,939
-660
-0.7% -$95.6K 0.41% 43
2024
Q2 		$13.1M Buy
92,599
+313
+0.3% +$38.9K 0.38% 45
2024
Q1 		$11.6M Buy
92,286
+519
+0.6% +$59.4K 0.36% 44
2023
Q4 		$9.68M Sell
91,767
-190
-0.2% -$20.7K 0.32% 48
2023
Q3 		$9.74M Buy
91,957
+11,203
+14% +$1.3M 0.35% 42
2023
Q2 		$9.62M Sell
80,754
-3,115
-4% -$322K 0.34% 46
2023
Q1 		$7.79M Buy
83,869
+74,865
+831% +$6.56M 0.29% 51
2022
Q4 		$736K Sell
9,004
-46
-0.5% -$3.5K 0.03% 173
2022
Q3 		$553K Buy
9,050
+694
+8% +$50.8K 0.03% 175
2022
Q2 		$584K Buy
8,356
+1,156
+16% +$84.6K 0.03% 177
2022
Q1 		$596K Sell
7,200
-479
-6% -$38.8K 0.02% 160
2021
Q4 		$670K Buy
+7,679
New +$721K 0.03% 155

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonegate Investment Group's ORCL Position: Q3 2025 in Review

Stonegate Investment Group increased its Oracle (ORCL) stake by 3.2% in Q3 2025, buying an estimated $781K and bringing the position to 99,400 shares worth $28M. The position accounts for 0.65% of the portfolio, ranked #37.

Stonegate Investment Group first reported a position in ORCL in Q4 2021 and has held it in 16 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Stonegate Investment Group held 99,400 shares of Oracle worth $28M as of Q3 2025.
  • Stonegate Investment Group bought 3,065 Oracle shares in Q3 2025, an estimated $781K.
  • Oracle made up 0.65% of Stonegate Investment Group's portfolio in Q3 2025, its #37 holding.
  • Stonegate Investment Group first reported a position in Oracle in Q4 2021 and has held it in 16 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.