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Vance Wealth’s Oracle ORCL Stock Holding History

Vance Wealth’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
-793
Closed -$223K – 119
2025
Q3 		$223K Buy
+793
New +$202K 0.07% 110

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

Vance Wealth's ORCL Position: Q4 2025 in Review

Vance Wealth sold out of Oracle (ORCL) in Q4 2025, closing a stake of 793 shares — an estimated $223K sold.

Vance Wealth first reported a position in ORCL in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 3,758 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Vance Wealth reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Vance Wealth sold 793 Oracle shares in Q4 2025, an estimated $223K.
  • Vance Wealth first reported a position in Oracle in Q3 2025 and held it in 1 quarter.
  • Vance Wealth's Oracle position peaked at $223K in Q3 2025.
  • 3,758 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Vance Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.