Wade Financial Advisory’s Oracle ORCL Stock Holding History

Wade Financial Advisory’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 Q1	$420K	Sell	3,003 -235	-7%	-$38.3K	0.14%	54
2024 Q4	$540K	Sell	3,238 -130	-4%	-$23.1K	0.18%	51
2024 Q3	$574K	Hold	3,368	–	–	0.19%	50
2024 Q2	$476K	Hold	3,368	–	–	0.17%	53
2024 Q1	$423K	Hold	3,368	–	–	0.15%	58
2023 Q4	$355K	Sell	3,368 -20	-0.6%	-$2.18K	0.13%	62
2023 Q3	$359K	Sell	3,388 -661	-16%	-$76.5K	0.15%	60
2023 Q2	$482K	Hold	4,049	–	–	0.19%	55
2023 Q1	$376K	Sell	4,049 -2,957	-42%	-$259K	0.16%	58
2022 Q4	$573K	Hold	7,006	–	–	0.26%	46
2022 Q3	$428K	Buy	7,006 +2,957	+73%	+$216K	0.21%	56
2022 Q2	$283K	Sell	4,049 -11	-0.3%	-$805	0.13%	68
2022 Q1	$336K	Buy	4,060 +1,250	+44%	+$101K	0.14%	63
2021 Q4	$245K	Buy	2,810 +100	+4%	+$9.39K	0.13%	69
2021 Q3	$236K	Hold	2,710	–	–	0.13%	69
2021 Q2	$211K	Buy	+2,710	New	+$212K	0.12%	71

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wade Financial Advisory's ORCL Position: Q1 2025 in Review

Wade Financial Advisory reduced its Oracle (ORCL) stake by 7.3% in Q1 2025, selling an estimated $38.3K and leaving 3,003 shares worth $420K. The position accounts for 0.14% of the portfolio, ranked #54.

Wade Financial Advisory first reported a position in ORCL in Q2 2021 and has held it in 16 quarters since. The position peaked at $574K in Q3 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

Wade Financial Advisory held 3,003 shares of Oracle worth $420K as of Q1 2025.
Wade Financial Advisory sold 235 Oracle shares in Q1 2025, an estimated $38.3K.
Oracle made up 0.14% of Wade Financial Advisory's portfolio in Q1 2025, its #54 holding.
Wade Financial Advisory first reported a position in Oracle in Q2 2021 and has held it in 16 quarters since.
Wade Financial Advisory's Oracle position peaked at $574K in Q3 2024.
3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.