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Wambolt & Associates’s Oracle ORCL Stock Holding History

Wambolt & Associates’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
Q2 		$825K Buy
3,765
+299
+9% +$48.3K 0.28% 93
2025
Q1 		$492K Sell
3,466
-27
-0.8% -$4.4K 0.17% 116
2024
Q4 		$582K Sell
3,493
-918
-21% -$163K 0.19% 110
2024
Q3 		$737K Buy
4,411
+7
+0.2% +$1.01K 0.2% 102
2024
Q2 		$630K Buy
4,404
+8
+0.2% +$993 0.18% 111
2024
Q1 		$552K Buy
4,396
+325
+8% +$37.2K 0.17% 129
2023
Q4 		$429K Sell
4,071
-172
-4% -$18.8K 0.14% 176
2023
Q3 		$453K Buy
4,243
+531
+14% +$61.5K 0.16% 171
2023
Q2 		$442K Sell
3,712
-322
-8% -$33.3K 0.16% 174
2023
Q1 		$379K Sell
4,034
-1,820
-31% -$160K 0.13% 186
2022
Q4 		$478K Sell
5,854
-799
-12% -$60.7K 0.18% 158
2022
Q3 		$406K Sell
6,653
-68
-1% -$4.98K 0.17% 159
2022
Q2 		$470K Buy
6,721
+9
+0.1% +$659 0.19% 153
2022
Q1 		$550K Buy
6,712
+84
+1% +$6.8K 0.2% 148
2021
Q4 		$578K Sell
6,628
-227
-3% -$21.3K 0.21% 144
2021
Q3 		$615K Buy
6,855
+8
+0.1% +$707 0.25% 130
2021
Q2 		$545K Buy
6,847
+609
+10% +$47.7K 0.23% 138
2021
Q1 		$448K Buy
6,238
+9
+0.1% +$583 0.23% 142
2020
Q4 		$403K Buy
6,229
+9
+0.1% +$536 0.24% 137
2020
Q3 		$371K Buy
6,220
+9
+0.1% +$511 0.28% 129
2020
Q2 		$343K Buy
6,211
+10
+0.2% +$530 0.27% 132
2020
Q1 		$300K Buy
6,201
+9
+0.1% +$465 0.31% 115
2019
Q4 		$328K Buy
6,192
+10
+0.2% +$550 0.25% 127
2019
Q3 		$340K Sell
6,182
-141
-2% -$7.79K 0.28% 117
2019
Q2 		$360K Buy
6,323
+9
+0.1% +$487 0.3% 116
2019
Q1 		$340K Sell
6,314
-46
-0.7% -$2.34K 0.31% 108
2018
Q4 		$287K Buy
+6,360
New +$305K 0.32% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Wambolt & Associates's ORCL Position: Q2 2025 in Review

Wambolt & Associates increased its Oracle (ORCL) stake by 8.6% in Q2 2025, buying an estimated $48.3K and bringing the position to 3,765 shares worth $825K. The position accounts for 0.28% of the portfolio, ranked #93.

Wambolt & Associates first reported a position in ORCL in Q4 2018 and has held it in 27 quarters since. 3,617 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Wambolt & Associates held 3,765 shares of Oracle worth $825K as of Q2 2025.
  • Wambolt & Associates bought 299 Oracle shares in Q2 2025, an estimated $48.3K.
  • Oracle made up 0.28% of Wambolt & Associates's portfolio in Q2 2025, its #93 holding.
  • Wambolt & Associates first reported a position in Oracle in Q4 2018 and has held it in 27 quarters since.
  • 3,617 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.