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Strategic Financial Concepts’s Oracle ORCL Stock Holding History

Strategic Financial Concepts’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
-1,041
Closed -$293K – 240
2025
Q3 		$293K Sell
1,041
-58
-5% -$14.8K 0.04% 197
2025
Q2 		$240K Buy
+1,099
New +$177K 0.03% 238
2024
Q3 		– Sell
-93,390
Closed -$6.9K – 560
2024
Q2 		$6.9K Buy
+93,390
New +$11.6M ﹤0.01% 448

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

Strategic Financial Concepts's ORCL Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,041 shares — an estimated $293K sold.

Strategic Financial Concepts first reported a position in ORCL in Q2 2024 and held it in 3 quarters. The position peaked at $293K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,041 Oracle shares in Q4 2025, an estimated $293K.
  • Strategic Financial Concepts first reported a position in Oracle in Q2 2024 and held it in 3 quarters.
  • Strategic Financial Concepts's Oracle position peaked at $293K in Q3 2025.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.