Tyler-Stone Wealth Management’s Oracle ORCL Stock Holding History

Tyler-Stone 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
2025 Q2	$935K	Sell	4,278 -121	-3%	-$19.5K	0.15%	123
2025 Q1	$615K	Sell	4,399 -76	-2%	-$12.4K	0.11%	169
2024 Q4	$746K	Buy	4,475 +122	+3%	+$21.7K	0.13%	140
2024 Q3	$742K	Buy	4,353 +2,393	+122%	+$347K	0.14%	140
2024 Q2	$277K	Sell	1,960 -50	-2%	-$6.21K	0.11%	156
2024 Q1	$252K	Sell	2,010 -20	-1%	-$2.29K	0.11%	166
2023 Q4	$214K	Hold	2,030	–	–	0.11%	171
2023 Q3	$215K	Hold	2,030	–	–	0.12%	148
2023 Q2	$242K	Buy	+2,030	New	+$210K	0.14%	140
2022 Q4	$158K	Hold	1,930	–	–	0.11%	171
2022 Q3	$118K	Hold	1,930	–	–	0.09%	193
2022 Q2	$135K	Hold	1,930	–	–	0.09%	198
2022 Q1	$160K	Hold	1,930	–	–	0.09%	202
2021 Q4	$168K	Buy	+1,930	New	+$181K	0.09%	210

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Tyler-Stone Wealth Management's ORCL Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Oracle (ORCL) stake by 2.8% in Q2 2025, selling an estimated $19.5K and leaving 4,278 shares worth $935K. The position accounts for 0.15% of the portfolio, ranked #123.

Tyler-Stone Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 14 quarters since. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Tyler-Stone Wealth Management held 4,278 shares of Oracle worth $935K as of Q2 2025.
Tyler-Stone Wealth Management sold 121 Oracle shares in Q2 2025, an estimated $19.5K.
Oracle made up 0.15% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #123 holding.
Tyler-Stone Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 14 quarters since.
3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.