Wetzel Investment Advisors’s Oracle ORCL Stock Holding History

Wetzel Investment 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 Q4	–	Sell	-866	Closed	-$244K	–	136
2025 Q3	$244K	Sell	866 -56	-6%	-$14.3K	0.1%	116
2025 Q2	$202K	Buy	+922	New	+$149K	0.09%	122
2024 Q3	–	Sell	-710	Closed	-$89.2K	–	659
2024 Q2	$89.2K	Sell	710 -453	-39%	-$56.3K	0.05%	184
2024 Q1	$135K	Sell	1,163 -152	-12%	-$17.4K	0.08%	152
2023 Q4	$139K	Buy	+1,315	New	+$144K	0.09%	145

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wetzel Investment Advisors's ORCL Position: Q4 2025 in Review

Wetzel Investment Advisors sold out of Oracle (ORCL) in Q4 2025, closing a stake of 866 shares — an estimated $244K sold.

Wetzel Investment Advisors first reported a position in ORCL in Q4 2023 and held it in 5 quarters. The position peaked at $244K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Wetzel Investment Advisors reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Wetzel Investment Advisors sold 866 Oracle shares in Q4 2025, an estimated $244K.
Wetzel Investment Advisors first reported a position in Oracle in Q4 2023 and held it in 5 quarters.
Wetzel Investment Advisors's Oracle position peaked at $244K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Wetzel Investment Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.