Wheelhouse Advisory Group’s Oracle ORCL Stock Holding History

Wheelhouse Advisory Group’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	-3,777	Closed	-$1.06M	–	52
2025 Q3	$1.06M	Buy	+3,777	New	+$962K	0.46%	21

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 $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wheelhouse Advisory Group's ORCL Position: Q4 2025 in Review

Wheelhouse Advisory Group sold out of Oracle (ORCL) in Q4 2025, closing a stake of 3,777 shares — an estimated $1.06M sold.

Wheelhouse Advisory Group first reported a position in ORCL in Q3 2025 and held it in 1 quarter. The position peaked at $1.06M in Q3 2025. 3,764 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Wheelhouse Advisory Group reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Wheelhouse Advisory Group sold 3,777 Oracle shares in Q4 2025, an estimated $1.06M.
Wheelhouse Advisory Group first reported a position in Oracle in Q3 2025 and held it in 1 quarter.
Wheelhouse Advisory Group's Oracle position peaked at $1.06M in Q3 2025.
3,764 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Wheelhouse Advisory Group's 13F filing for Q4 2025, filed 29 Jan 2026.