WJ Wealth Management’s Oracle ORCL Stock Holding History

WJ 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	–	Sell	-1,070	Closed	-$234K	–	94
2025 Q2	$234K	Buy	+1,070	New	+$173K	0.07%	89

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

WJ Wealth Management's ORCL Position: Q3 2025 in Review

WJ Wealth Management sold out of Oracle (ORCL) in Q3 2025, closing a stake of 1,070 shares — an estimated $234K sold.

WJ Wealth Management first reported a position in ORCL in Q2 2025 and held it in 1 quarter. The position peaked at $234K in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

WJ Wealth Management reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 1,070 Oracle shares in Q3 2025, an estimated $234K.
WJ Wealth Management first reported a position in Oracle in Q2 2025 and held it in 1 quarter.
WJ Wealth Management's Oracle position peaked at $234K in Q2 2025.
3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.