Washington Trust Advisors’s Oracle ORCL Stock Holding History

Washington Trust Advisors’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
2026 Q1	$538K	Sell	3,660 -35	-0.9%	-$5.69K	0.04%	147
2025 Q4	$720K	Sell	3,695 -475	-11%	-$113K	0.06%	129
2025 Q3	$1.17M	Buy	4,170 +1,785	+75%	+$455K	0.09%	108
2025 Q2	$521K	Buy	2,385 +44	+2%	+$7.11K	0.04%	131
2025 Q1	$327K	Sell	2,341 -269	-10%	-$43.8K	0.03%	156
2024 Q4	$435K	Buy	2,610 +168	+7%	+$29.8K	0.04%	136
2024 Q3	$416K	Buy	2,442 +300	+14%	+$43.5K	0.04%	141
2024 Q2	$302K	Hold	2,142	–	–	0.03%	157
2024 Q1	$269K	Buy	2,142 +9	+0.4%	+$1.03K	0.02%	167
2023 Q4	$225K	Hold	2,133	–	–	0.02%	182
2023 Q3	$226K	Hold	2,133	–	–	0.02%	172
2023 Q2	$254K	Sell	2,133 -391	-15%	-$40.4K	0.02%	159
2023 Q1	$235K	Sell	2,524 -13	-0.5%	-$1.14K	0.02%	165
2022 Q4	$207K	Sell	2,537 -1,771	-41%	-$135K	0.02%	181
2022 Q3	$263K	Buy	4,308 +11	+0.3%	+$805	0.02%	177
2022 Q2	$300K	Sell	4,297 -743	-15%	-$54.4K	0.03%	166
2022 Q1	$417K	Sell	5,040 -127	-2%	-$10.3K	0.03%	165
2021 Q4	$451K	Buy	+5,167	New	+$485K	0.03%	170

Other funds holding ORCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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