WMG Financial Advisors’s Oracle ORCL Stock Holding History

WMG Financial 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 Q4	–	Sell	-2,792	Closed	-$785K	–	173
2025 Q3	$785K	Sell	2,792 -198	-7%	-$50.4K	0.26%	60
2025 Q2	$654K	Buy	2,990 +314	+12%	+$50.7K	0.24%	63
2025 Q1	$374K	Buy	+2,676	New	+$436K	0.16%	88

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

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

WMG Financial Advisors's ORCL Position: Q4 2025 in Review

WMG Financial Advisors sold out of Oracle (ORCL) in Q4 2025, closing a stake of 2,792 shares — an estimated $785K sold.

WMG Financial Advisors first reported a position in ORCL in Q1 2025 and held it in 3 quarters. The position peaked at $785K in Q3 2025. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

WMG Financial Advisors reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 2,792 Oracle shares in Q4 2025, an estimated $785K.
WMG Financial Advisors first reported a position in Oracle in Q1 2025 and held it in 3 quarters.
WMG Financial Advisors's Oracle position peaked at $785K in Q3 2025.
3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.