TFF
ORCL icon

The Family Firm’s Oracle ORCL Stock Holding History

The Family Firm’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
Q2 		– Sell
-1,573
Closed -$220K – 170
2025
Q1 		$220K Buy
1,573
+4
+0.3% +$651 0.05% 198
2024
Q4 		$262K Buy
1,569
+355
+29% +$63.1K 0.06% 177
2024
Q3 		$207K Buy
1,214
+98
+9% +$14.2K 0.05% 203
2024
Q2 		$158K Buy
+1,116
New +$139K 0.04% 232
2023
Q3 		– Sell
-2,944
Closed -$351K – 182
2023
Q2 		$351K Buy
2,944
+11
+0.4% +$1.14K 0.09% 133
2023
Q1 		$272K Buy
2,933
+10
+0.3% +$877 0.08% 150
2022
Q4 		$239K Buy
+2,923
New +$222K 0.07% 163
2022
Q3 		– Sell
-3,329
Closed -$233K – 175
2022
Q2 		$233K Buy
3,329
+11
+0.3% +$805 0.07% 167
2022
Q1 		$274K Buy
+3,318
New +$269K 0.07% 155
2018
Q1 		– Sell
-4,448
Closed -$210K – 136
2017
Q4 		$210K Buy
4,448
+3
+0.1% +$147 0.08% 124
2017
Q3 		$215K Buy
4,445
+103
+2% +$5.13K 0.09% 117
2017
Q2 		$218K Buy
+4,342
New +$198K 0.1% 113
2015
Q2 		– Sell
-5,078
Closed -$219K – 114
2015
Q1 		$219K Buy
5,078
+3
+0.1% +$130 0.11% 103
2014
Q4 		$228K Buy
+5,075
New +$207K 0.12% 92

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

The Family Firm's ORCL Position: Q2 2025 in Review

The Family Firm sold out of Oracle (ORCL) in Q2 2025, closing a stake of 1,573 shares — an estimated $220K sold.

The Family Firm first reported a position in ORCL in Q4 2014 and held it in 14 quarters. The position peaked at $351K in Q2 2023. 3,617 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • The Family Firm reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,573 Oracle shares in Q2 2025, an estimated $220K.
  • The Family Firm first reported a position in Oracle in Q4 2014 and held it in 14 quarters.
  • The Family Firm's Oracle position peaked at $351K in Q2 2023.
  • 3,617 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.