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Valtinson Bruner Financial Planning’s Oracle ORCL Stock Holding History

Valtinson Bruner Financial Planning’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
-797
Closed -$224K – 170
2025
Q3 		$224K Buy
+797
New +$203K 0.07% 146

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valtinson Bruner Financial Planning's ORCL Position: Q4 2025 in Review

Valtinson Bruner Financial Planning sold out of Oracle (ORCL) in Q4 2025, closing a stake of 797 shares — an estimated $224K sold.

Valtinson Bruner Financial Planning first reported a position in ORCL in Q3 2025 and held it in 1 quarter. The position peaked at $224K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Valtinson Bruner Financial Planning reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 797 Oracle shares in Q4 2025, an estimated $224K.
  • Valtinson Bruner Financial Planning first reported a position in Oracle in Q3 2025 and held it in 1 quarter.
  • Valtinson Bruner Financial Planning's Oracle position peaked at $224K in Q3 2025.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Valtinson Bruner Financial Planning's 13F filing for Q4 2025, filed 9 Feb 2026.