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Willow Creek Wealth Management’s Oracle ORCL Stock Holding History

Willow Creek Wealth 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 		$1.48M Hold
5,276
– – 0.12% 65
2025
Q2 		$1.15M Sell
5,276
-629
-11% -$102K 0.1% 64
2025
Q1 		$826K Hold
5,905
– – 0.08% 70
2024
Q4 		$984K Hold
5,905
– – 0.1% 65
2024
Q3 		$1.01M Hold
5,905
– – 0.11% 63
2024
Q2 		$834K Buy
5,905
+12
+0.2% +$1.49K 0.09% 66
2024
Q1 		$740K Buy
5,893
+3
+0.1% +$343 0.09% 68
2023
Q4 		$621K Sell
5,890
-822
-12% -$89.7K 0.08% 74
2023
Q3 		$711K Hold
6,712
– – 0.11% 66
2023
Q2 		$799K Buy
6,712
+25
+0.4% +$2.58K 0.11% 65
2023
Q1 		$621K Hold
6,687
– – 0.1% 69
2022
Q4 		$547K Sell
6,687
-20
-0.3% -$1.52K 0.09% 67
2022
Q3 		$410K Hold
6,707
– – 0.08% 75
2022
Q2 		$469K Hold
6,707
– – 0.09% 68
2022
Q1 		$555K Hold
6,707
– – 0.11% 60
2021
Q4 		$585K Sell
6,707
-8
-0.1% -$751 0.12% 58
2021
Q3 		$585K Buy
6,715
+150
+2% +$13.2K 0.13% 51
2021
Q2 		$511K Buy
6,565
+32
+0.5% +$2.5K 0.12% 53
2021
Q1 		$458K Sell
6,533
-900
-12% -$58.3K 0.17% 41
2020
Q4 		$481K Sell
7,433
-2
-0% -$119 0.18% 40
2020
Q3 		$444K Sell
7,435
-351
-5% -$19.9K 0.18% 39
2020
Q2 		$430K Sell
7,786
-180
-2% -$9.54K 0.19% 38
2020
Q1 		$385K Sell
7,966
-454
-5% -$23.4K 0.19% 37
2019
Q4 		$446K Sell
8,420
-2
-0% -$110 0.2% 40
2019
Q3 		$463K Buy
8,422
+177
+2% +$9.78K 0.21% 37
2019
Q2 		$470K Sell
8,245
-3
-0% -$162 0.23% 38
2019
Q1 		$443K Buy
8,248
+251
+3% +$12.8K 0.22% 38
2018
Q4 		$361K Sell
7,997
-4
-0% -$192 0.19% 40
2018
Q3 		$413K Sell
8,001
-50
-0.6% -$2.43K 0.23% 39
2018
Q2 		$355K Buy
8,051
+1,084
+16% +$49.9K 0.2% 40
2018
Q1 		$319K Buy
+6,967
New +$346K 0.17% 45

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

Willow Creek Wealth Management's ORCL Position: Q3 2025 in Review

Willow Creek Wealth Management held its Oracle (ORCL) position steady in Q3 2025 at 5,276 shares worth $1.48M. The position accounts for 0.12% of the portfolio, ranked #65.

Willow Creek Wealth Management first reported a position in ORCL in Q1 2018 and has held it in 31 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Willow Creek Wealth Management held 5,276 shares of Oracle worth $1.48M as of Q3 2025.
  • Willow Creek Wealth Management left its Oracle share count unchanged in Q3 2025.
  • Oracle made up 0.12% of Willow Creek Wealth Management's portfolio in Q3 2025, its #65 holding.
  • Willow Creek Wealth Management first reported a position in Oracle in Q1 2018 and has held it in 31 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.