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Vishria Bird Financial Group’s Oracle ORCL Stock Holding History

Vishria Bird Financial Group’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
Q3 		$1.06M Buy
3,766
+149
+4% +$37.9K 0.21% 44
2025
Q2 		$791K Sell
3,617
-136
-4% -$22K 0.26% 39
2025
Q1 		$525K Hold
3,753
– – 0.18% 51
2024
Q4 		$625K Hold
3,753
– – 0.22% 47
2024
Q3 		$640K Buy
+3,753
New +$544K 0.24% 46
2020
Q1 		– Sell
-4,336
Closed -$230K – 47
2019
Q4 		$230K Hold
4,336
– – 0.22% 43
2019
Q3 		$239K Buy
+4,336
New +$240K 0.27% 42

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vishria Bird Financial Group's ORCL Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Oracle (ORCL) stake by 4.1% in Q3 2025, buying an estimated $37.9K and bringing the position to 3,766 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #44.

Vishria Bird Financial Group first reported a position in ORCL in Q3 2019 and has held it in 7 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Vishria Bird Financial Group held 3,766 shares of Oracle worth $1.06M as of Q3 2025.
  • Vishria Bird Financial Group bought 149 Oracle shares in Q3 2025, an estimated $37.9K.
  • Oracle made up 0.21% of Vishria Bird Financial Group's portfolio in Q3 2025, its #44 holding.
  • Vishria Bird Financial Group first reported a position in Oracle in Q3 2019 and has held it in 7 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.