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Waypoint Wealth Partners’s Oracle ORCL Stock Holding History

Waypoint Wealth Partners’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 		$970K Buy
4,438
+664
+18% +$107K 0.24% 30
2025
Q1 		$528K Sell
3,774
-199
-5% -$32.4K 0.15% 38
2024
Q4 		$662K Hold
3,973
– – 0.18% 35
2024
Q3 		$677K Buy
3,973
+199
+5% +$28.8K 0.18% 35
2024
Q2 		$533K Sell
3,774
-104
-3% -$12.9K 0.16% 37
2024
Q1 		$487K Sell
3,878
-488
-11% -$55.9K 0.14% 44
2023
Q4 		$460K Buy
4,366
+288
+7% +$31.4K 0.14% 46
2023
Q3 		$432K Hold
4,078
– – 0.15% 44
2023
Q2 		$486K Buy
4,078
+200
+5% +$20.7K 0.17% 33
2023
Q1 		$360K Sell
3,878
-250
-6% -$21.9K 0.13% 44
2022
Q4 		$337K Buy
4,128
+65
+2% +$4.94K 0.13% 38
2022
Q3 		$248K Buy
+4,063
New +$297K 0.1% 50

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

Waypoint Wealth Partners's ORCL Position: Q2 2025 in Review

Waypoint Wealth Partners increased its Oracle (ORCL) stake by 18% in Q2 2025, buying an estimated $107K and bringing the position to 4,438 shares worth $970K. The position accounts for 0.24% of the portfolio, ranked #30.

Waypoint Wealth Partners first reported a position in ORCL in Q3 2022 and has held it in 12 quarters since. 3,618 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Waypoint Wealth Partners held 4,438 shares of Oracle worth $970K as of Q2 2025.
  • Waypoint Wealth Partners bought 664 Oracle shares in Q2 2025, an estimated $107K.
  • Oracle made up 0.24% of Waypoint Wealth Partners's portfolio in Q2 2025, its #30 holding.
  • Waypoint Wealth Partners first reported a position in Oracle in Q3 2022 and has held it in 12 quarters since.
  • 3,618 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.