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Wealthstream Advisors’s Oracle ORCL Stock Holding History

Wealthstream 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
2025
Q3 		$994K Buy
3,534
+721
+26% +$184K 0.15% 54
2025
Q2 		$615K Buy
2,813
+818
+41% +$132K 0.1% 71
2025
Q1 		$279K Buy
1,995
+87
+5% +$14.2K 0.05% 121
2024
Q4 		$318K Buy
1,908
+21
+1% +$3.73K 0.06% 103
2024
Q3 		$321K Buy
1,887
+170
+10% +$24.6K 0.06% 102
2024
Q2 		$242K Buy
1,717
+39
+2% +$4.84K 0.09% 116
2024
Q1 		$211K Buy
+1,678
New +$192K 0.08% 128
2022
Q1 		– Sell
-2,505
Closed -$218K – 74
2021
Q4 		$218K Buy
+2,505
New +$235K 0.19% 62

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

Wealthstream Advisors's ORCL Position: Q3 2025 in Review

Wealthstream Advisors increased its Oracle (ORCL) stake by 26% in Q3 2025, buying an estimated $184K and bringing the position to 3,534 shares worth $994K. The position accounts for 0.15% of the portfolio, ranked #54.

Wealthstream Advisors first reported a position in ORCL in Q4 2021 and has held it in 8 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Wealthstream Advisors held 3,534 shares of Oracle worth $994K as of Q3 2025.
  • Wealthstream Advisors bought 721 Oracle shares in Q3 2025, an estimated $184K.
  • Oracle made up 0.15% of Wealthstream Advisors's portfolio in Q3 2025, its #54 holding.
  • Wealthstream Advisors first reported a position in Oracle in Q4 2021 and has held it in 8 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.