TWM
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Titus Wealth Management’s Oracle ORCL Stock Holding History

Titus 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
2022
Q2 		$471K Buy
6,734
+191
+3% +$14K 0.24% 72
2022
Q1 		$541K Buy
6,543
+650
+11% +$52.6K 0.24% 70
2021
Q4 		$514K Sell
5,893
-300
-5% -$28.2K 0.23% 74
2021
Q3 		$538K Hold
6,193
– – 0.28% 65
2021
Q2 		$482K Sell
6,193
-200
-3% -$15.7K 0.26% 67
2021
Q1 		$449K Buy
6,393
+200
+3% +$12.9K 0.26% 67
2020
Q4 		$401K Sell
6,193
-701
-10% -$41.7K 0.25% 79
2020
Q3 		$412K Buy
6,894
+601
+10% +$34.1K 0.29% 63
2020
Q2 		$348K Sell
6,293
-200
-3% -$10.6K 0.27% 70
2020
Q1 		$314K Sell
6,493
-855
-12% -$44.1K 0.3% 63
2019
Q4 		$389K Sell
7,348
-25
-0.3% -$1.38K 0.39% 59
2019
Q3 		$406K Buy
7,373
+65
+0.9% +$3.59K 0.37% 51
2019
Q2 		$416K Sell
7,308
-259
-3% -$14K 0.41% 49
2019
Q1 		$406 Buy
7,567
+1,384
+22% +$70.5K 0.36% 55
2018
Q4 		$293 Sell
6,183
-419
-6% -$20.1K 0.25% 67
2018
Q3 		$340K Hold
6,602
– – 0.29% 61
2018
Q2 		$291K Hold
6,602
– – 0.31% 61
2018
Q1 		$302K Sell
6,602
-1,175
-15% -$58.4K 0.29% 54
2017
Q4 		$368K Buy
+7,777
New +$381K 0.42% 42

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Titus Wealth Management's ORCL Position: Q2 2022 in Review

Titus Wealth Management increased its Oracle (ORCL) stake by 2.9% in Q2 2022, buying an estimated $14K and bringing the position to 6,734 shares worth $471K. The position accounts for 0.24% of the portfolio, ranked #72.

Titus Wealth Management first reported a position in ORCL in Q4 2017 and has held it in 19 quarters since. The position peaked at $541K in Q1 2022. 2,191 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

  • Titus Wealth Management held 6,734 shares of Oracle worth $471K as of Q2 2022.
  • Titus Wealth Management bought 191 Oracle shares in Q2 2022, an estimated $14K.
  • Oracle made up 0.24% of Titus Wealth Management's portfolio in Q2 2022, its #72 holding.
  • Titus Wealth Management first reported a position in Oracle in Q4 2017 and has held it in 19 quarters since.
  • Titus Wealth Management's Oracle position peaked at $541K in Q1 2022.
  • 2,191 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.