Trajan Wealth’s Oracle ORCL Stock Holding History

Trajan Wealth’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	-91,131	Closed	-$25.6M	–	163
2025 Q3	$25.6M	Buy	91,131 +19,658	+28%	+$5.01M	1.11%	23
2025 Q2	$15.6M	Sell	71,473 -11,165	-14%	-$1.8M	0.76%	40
2025 Q1	$11.6M	Buy	82,638 +8,871	+12%	+$1.44M	0.63%	44
2024 Q4	$12.3M	Buy	73,767 +7,255	+11%	+$1.29M	0.68%	40
2024 Q3	$11.3M	Buy	66,512 +8,859	+15%	+$1.28M	0.67%	40
2024 Q2	$8.14M	Buy	57,653 +7,605	+15%	+$944K	0.52%	48
2024 Q1	$6.29M	Buy	+50,048	New	+$5.73M	0.43%	57

Other funds holding ORCL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Trajan Wealth's ORCL Position: Q4 2025 in Review

Trajan Wealth sold out of Oracle (ORCL) in Q4 2025, closing a stake of 91,131 shares — an estimated $25.6M sold.

Trajan Wealth first reported a position in ORCL in Q1 2024 and held it in 7 quarters. The position peaked at $25.6M in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Trajan Wealth reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Trajan Wealth sold 91,131 Oracle shares in Q4 2025, an estimated $25.6M.
Trajan Wealth first reported a position in Oracle in Q1 2024 and held it in 7 quarters.
Trajan Wealth's Oracle position peaked at $25.6M in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Trajan Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.