Total Investment Management’s Oracle ORCL Stock Holding History

Total Investment 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 Q3	–	Sell	-324	Closed	-$70.9K	–	615
2025 Q2	$70.9K	Buy	+324	New	+$52.3K	0.01%	136
2021 Q2	–	Sell	-31,246	Closed	-$1.51M	–	71
2021 Q1	$1.51M	Buy	+31,246	New	+$2.02M	0.43%	18
2020 Q2	–	Sell	-31,246	Closed	-$1.51M	–	54
2020 Q1	$1.51M	Hold	31,246	–	–	0.43%	18
2019 Q4	$1.66M	Sell	31,246 -9	-0%	-$495	0.32%	22
2019 Q3	$1.72M	Hold	31,255	–	–	0.35%	21
2019 Q2	$1.69M	Hold	31,255	–	–	0.38%	20
2019 Q1	$1.67M	Sell	31,255 -4,491	-13%	-$229K	0.4%	18
2018 Q4	$1.82M	Buy	35,746 +7,200	+25%	+$345K	0.58%	13
2018 Q3	$1.47M	Hold	28,546	–	–	0.33%	17
2018 Q2	$1.26M	Hold	28,546	–	–	0.29%	18
2018 Q1	$1.31M	Hold	28,546	–	–	0.33%	16
2017 Q4	$1.35M	Hold	28,546	–	–	0.4%	13
2017 Q3	$1.38M	Buy	28,546 +3,000	+12%	+$149K	0.48%	10
2017 Q2	$1.28M	Hold	25,546	–	–	0.42%	13
2017 Q1	$1.14M	Hold	25,546	–	–	0.38%	15
2016 Q4	$982K	Buy	+25,546	New	+$999K	0.32%	16

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Total Investment Management's ORCL Position: Q3 2025 in Review

Total Investment Management sold out of Oracle (ORCL) in Q3 2025, closing a stake of 324 shares — an estimated $70.9K sold.

Total Investment Management first reported a position in ORCL in Q4 2016 and held it in 16 quarters. The position peaked at $1.82M in Q4 2018. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

Total Investment Management reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 324 Oracle shares in Q3 2025, an estimated $70.9K.
Total Investment Management first reported a position in Oracle in Q4 2016 and held it in 16 quarters.
Total Investment Management's Oracle position peaked at $1.82M in Q4 2018.
3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.