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Wolf Group Capital Advisors’s Oracle ORCL Stock Holding History

Wolf Group Capital 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
Q1 		$251K Buy
+1,792
New +$292K 0.08% 145
2024
Q3 		– Sell
-1,523
Closed -$215K – 129
2024
Q2 		$215K Buy
+1,523
New +$189K 0.08% 118

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wolf Group Capital Advisors's ORCL Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Oracle (ORCL) in Q1 2025: 1,792 shares worth $251K. The stake represents 0.08% of the portfolio and ranks #145 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in ORCL as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in ORCL in Q2 2024 and has held it in 2 quarters since. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Wolf Group Capital Advisors held 1,792 shares of Oracle worth $251K as of Q1 2025.
  • Oracle was a new Wolf Group Capital Advisors position in Q1 2025.
  • Oracle made up 0.08% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #145 holding.
  • Wolf Group Capital Advisors first reported a position in Oracle in Q2 2024 and has held it in 2 quarters since.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.