Wilkinson Global Asset Management’s Oracle ORCL Stock Holding History

Wilkinson Global Asset 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 Q1	–	Sell	-1,720	Closed	-$287K	–	79
2024 Q4	$287K	Hold	1,720	–	–	0.02%	73
2024 Q3	$293K	Hold	1,720	–	–	0.02%	70
2024 Q2	$243K	Hold	1,720	–	–	0.02%	74
2024 Q1	$216K	Sell	1,720 -370	-18%	-$42.3K	0.01%	83
2023 Q4	$220K	Sell	2,090 -1,331	-39%	-$145K	0.02%	84
2023 Q3	$362K	Hold	3,421	–	–	0.03%	69
2023 Q2	$407K	Hold	3,421	–	–	0.03%	66
2023 Q1	$318K	Hold	3,421	–	–	0.03%	70
2022 Q4	$280K	Hold	3,421	–	–	0.02%	75
2022 Q3	$209K	Hold	3,421	–	–	0.02%	88
2022 Q2	$239K	Hold	3,421	–	–	0.02%	75
2022 Q1	$283K	Hold	3,421	–	–	0.02%	75
2021 Q4	$298K	Hold	3,421	–	–	0.02%	78
2021 Q3	$298K	Buy	3,421 +821	+32%	+$72.5K	0.02%	79
2021 Q2	$202K	Buy	+2,600	New	+$204K	0.01%	93

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wilkinson Global Asset Management's ORCL Position: Q1 2025 in Review

Wilkinson Global Asset Management sold out of Oracle (ORCL) in Q1 2025, closing a stake of 1,720 shares — an estimated $287K sold.

Wilkinson Global Asset Management first reported a position in ORCL in Q2 2021 and held it in 15 quarters. The position peaked at $407K in Q2 2023. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

Wilkinson Global Asset Management reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
Wilkinson Global Asset Management sold 1,720 Oracle shares in Q1 2025, an estimated $287K.
Wilkinson Global Asset Management first reported a position in Oracle in Q2 2021 and held it in 15 quarters.
Wilkinson Global Asset Management's Oracle position peaked at $407K in Q2 2023.
3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2025, filed 1 May 2025.