Wingate Wealth Advisors’s Oracle ORCL Stock Holding History

Wingate Wealth 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 Q2	–	Sell	-1,746	Closed	-$244K	–	105
2025 Q1	$244K	Hold	1,746	–	–	0.28%	83
2024 Q4	$291K	Buy	+1,746	New	+$310K	0.29%	76

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 $3.38T AUM 44.17% 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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Wingate Wealth Advisors's ORCL Position: Q2 2025 in Review

Wingate Wealth Advisors sold out of Oracle (ORCL) in Q2 2025, closing a stake of 1,746 shares — an estimated $244K sold.

Wingate Wealth Advisors first reported a position in ORCL in Q4 2024 and held it in 2 quarters. The position peaked at $291K in Q4 2024. 3,630 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Wingate Wealth Advisors reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,746 Oracle shares in Q2 2025, an estimated $244K.
Wingate Wealth Advisors first reported a position in Oracle in Q4 2024 and held it in 2 quarters.
Wingate Wealth Advisors's Oracle position peaked at $291K in Q4 2024.
3,630 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Wingate Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.