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ORCL icon

Unionview LLC’s Oracle ORCL Stock Holding History

Unionview LLC’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
2024
Q4 		$488K Sell
2,926
-105
-3% -$18.7K 0.36% 43
2024
Q3 		$516K Sell
3,031
-79
-3% -$11.4K 0.4% 43
2024
Q2 		$439K Sell
3,110
-32
-1% -$3.97K 0.36% 48
2024
Q1 		$395K Buy
3,142
+60
+2% +$6.87K 0.33% 51
2023
Q4 		$325K Sell
3,082
-137
-4% -$15K 0.29% 55
2023
Q3 		$341K Sell
3,219
-76
-2% -$8.8K 0.32% 53
2023
Q2 		$392K Sell
3,295
-136
-4% -$14.1K 0.36% 49
2023
Q1 		$319K Buy
3,431
+163
+5% +$14.3K 0.3% 58
2022
Q4 		$267K Buy
+3,268
New +$248K 0.27% 65
2022
Q3 		– Sell
-3,397
Closed -$237K – 76
2022
Q2 		$237K Buy
3,397
+567
+20% +$41.5K 0.26% 69
2022
Q1 		$234K Sell
2,830
-174
-6% -$14.1K 0.22% 77
2021
Q4 		$262K Buy
+3,004
New +$282K 0.25% 76

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Unionview LLC's ORCL Position: Q4 2024 in Review

Unionview LLC reduced its Oracle (ORCL) stake by 3.5% in Q4 2024, selling an estimated $18.7K and leaving 2,926 shares worth $488K. The position accounts for 0.36% of the portfolio, ranked #43.

Unionview LLC first reported a position in ORCL in Q4 2021 and has held it in 12 quarters since. The position peaked at $516K in Q3 2024. 3,343 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Unionview LLC held 2,926 shares of Oracle worth $488K as of Q4 2024.
  • Unionview LLC sold 105 Oracle shares in Q4 2024, an estimated $18.7K.
  • Oracle made up 0.36% of Unionview LLC's portfolio in Q4 2024, its #43 holding.
  • Unionview LLC first reported a position in Oracle in Q4 2021 and has held it in 12 quarters since.
  • Unionview LLC's Oracle position peaked at $516K in Q3 2024.
  • 3,343 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.