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Transform Wealth’s Oracle ORCL Stock Holding History

Transform 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
Q1 		$9.28M Buy
66,408
+64,810
+4,056% +$10.6M 0.56% 57
2024
Q4 		$266K Buy
1,598
+1
+0.1% +$178 0.01% 229
2024
Q3 		$272K Hold
1,597
– – 0.02% 189
2024
Q2 		$225K Sell
1,597
-1
-0.1% -$124 0.02% 197
2024
Q1 		$201K Buy
+1,598
New +$183K 0.02% 216
2023
Q3 		– Sell
-2,236
Closed -$266K – 260
2023
Q2 		$266K Hold
2,236
– – 0.02% 227
2023
Q1 		$208K Buy
+2,236
New +$196K 0.02% 241
2020
Q4 		– Sell
-3,515
Closed -$210K – 219
2020
Q3 		$210K Sell
3,515
-133
-4% -$7.55K 0.03% 205
2020
Q2 		$202K Buy
+3,648
New +$193K 0.03% 213
2020
Q1 		– Sell
-70,391
Closed -$3.73M – 229
2019
Q4 		$3.73M Sell
70,391
-11,783
-14% -$649K 0.59% 65
2019
Q3 		$4.52M Sell
82,174
-1,847
-2% -$102K 0.8% 49
2019
Q2 		$4.79M Sell
84,021
-5,533
-6% -$299K 0.7% 52
2019
Q1 		$4.81M Buy
89,554
+35,299
+65% +$1.8M 0.89% 42
2018
Q4 		$2.45M Buy
+54,255
New +$2.6M 0.5% 72
2018
Q2 		– Sell
-52,385
Closed -$2.4M – 229
2018
Q1 		$2.4M Sell
52,385
-18,645
-26% -$927K 0.46% 76
2017
Q4 		$3.36M Buy
+71,030
New +$3.48M 0.62% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Transform Wealth's ORCL Position: Q1 2025 in Review

Transform Wealth increased its Oracle (ORCL) stake by 4,056% in Q1 2025, buying an estimated $10.6M and bringing the position to 66,408 shares worth $9.28M. The position accounts for 0.56% of the portfolio, ranked #57.

Transform Wealth first reported a position in ORCL in Q4 2017 and has held it in 16 quarters since. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Transform Wealth held 66,408 shares of Oracle worth $9.28M as of Q1 2025.
  • Transform Wealth bought 64,810 Oracle shares in Q1 2025, an estimated $10.6M.
  • Oracle made up 0.56% of Transform Wealth's portfolio in Q1 2025, its #57 holding.
  • Transform Wealth first reported a position in Oracle in Q4 2017 and has held it in 16 quarters since.
  • 3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.