Ulland Investment Advisors’s Oracle ORCL Stock Holding History

Ulland Investment Advisors’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	-146	Closed	-$41K	–	226
2025 Q3	$41K	Buy	146 +5	+4%	+$1.27K	0.03%	125
2025 Q2	$31K	Buy	141 +1	+0.7%	+$161	0.02%	131
2025 Q1	$20K	Buy	140 +60	+75%	+$9.77K	0.02%	148
2024 Q4	$13K	Buy	80 +34	+74%	+$6.04K	0.01%	169
2024 Q3	$8K	Hold	46	–	–	0.01%	173
2024 Q2	$6K	Buy	46 +10	+28%	+$1.24K	﹤0.01%	185
2024 Q1	$5K	Sell	36 -333	-90%	-$38.1K	﹤0.01%	194
2023 Q4	$39K	Hold	369	–	–	0.04%	110
2023 Q3	$39K	Hold	369	–	–	0.04%	110
2023 Q2	$44K	Sell	369 -35	-9%	-$3.62K	0.05%	106
2023 Q1	$38K	Hold	404	–	–	0.04%	106
2022 Q4	$33K	Hold	404	–	–	0.04%	110
2022 Q3	$25K	Hold	404	–	–	0.03%	120
2022 Q2	$28K	Hold	404	–	–	0.03%	125
2022 Q1	$33K	Buy	404 +333	+469%	+$27K	0.02%	121
2021 Q4	$6K	Buy	+71	New	+$6.67K	﹤0.01%	188

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

Ulland Investment Advisors's ORCL Position: Q4 2025 in Review

Ulland Investment Advisors sold out of Oracle (ORCL) in Q4 2025, closing a stake of 146 shares — an estimated $41K sold.

Ulland Investment Advisors first reported a position in ORCL in Q4 2021 and held it in 16 quarters. The position peaked at $44K in Q2 2023. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Ulland Investment Advisors reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Ulland Investment Advisors sold 146 Oracle shares in Q4 2025, an estimated $41K.
Ulland Investment Advisors first reported a position in Oracle in Q4 2021 and held it in 16 quarters.
Ulland Investment Advisors's Oracle position peaked at $44K in Q2 2023.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Ulland Investment Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.