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USAdvisors Wealth Management’s Oracle ORCL Stock Holding History

USAdvisors 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
Q4 		– Sell
-856
Closed -$240K – 141
2025
Q3 		$240K Sell
856
-272
-24% -$69.3K 0.08% 116
2025
Q2 		$246K Sell
1,128
-1,167
-51% -$188K 0.09% 112
2025
Q1 		$320K Buy
2,295
+149
+7% +$24.3K 0.11% 100
2024
Q4 		$357K Sell
2,146
-225
-9% -$40K 0.12% 96
2024
Q3 		$400K Sell
2,371
-203
-8% -$29.4K 0.14% 90
2024
Q2 		$363K Sell
2,574
-25
-1% -$3.1K 0.13% 89
2024
Q1 		$325K Buy
2,599
+340
+15% +$38.9K 0.12% 110
2023
Q4 		$238K Buy
+2,259
New +$247K 0.1% 115

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USAdvisors Wealth Management's ORCL Position: Q4 2025 in Review

USAdvisors Wealth Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 856 shares — an estimated $240K sold.

USAdvisors Wealth Management first reported a position in ORCL in Q4 2023 and held it in 8 quarters. The position peaked at $400K in Q3 2024. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • USAdvisors Wealth Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 856 Oracle shares in Q4 2025, an estimated $240K.
  • USAdvisors Wealth Management first reported a position in Oracle in Q4 2023 and held it in 8 quarters.
  • USAdvisors Wealth Management's Oracle position peaked at $400K in Q3 2024.
  • 3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on USAdvisors Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.