WCM
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WealthTrak Capital Management’s Oracle ORCL Stock Holding History

WealthTrak Capital Management’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 		– Sell
-120
Closed -$26.2K – 659
2025
Q2 		$26.2K Sell
120
-249
-67% -$40.2K 0.02% 130
2025
Q1 		$51.6K Sell
369
-5
-1% -$814 0.04% 103
2024
Q4 		$62.3K Buy
+374
New +$66.4K 0.05% 93

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

WealthTrak Capital Management's ORCL Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Oracle (ORCL) in Q3 2025, closing a stake of 120 shares — an estimated $26.2K sold.

WealthTrak Capital Management first reported a position in ORCL in Q4 2024 and held it in 3 quarters. The position peaked at $62.3K in Q4 2024. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 120 Oracle shares in Q3 2025, an estimated $26.2K.
  • WealthTrak Capital Management first reported a position in Oracle in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Oracle position peaked at $62.3K in Q4 2024.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.