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WR Wealth Planners’s Oracle ORCL Stock Holding History

WR Wealth Planners’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
2024
Q4 		$344K Sell
2,066
-40
-2% -$7.11K 0.11% 117
2024
Q3 		$359K Buy
2,106
+232
+12% +$33.6K 0.1% 128
2024
Q2 		$265K Buy
1,874
+42
+2% +$5.22K 0.08% 143
2024
Q1 		$230K Sell
1,832
-124
-6% -$14.2K 0.07% 156
2023
Q4 		$206K Buy
1,956
+290
+17% +$31.6K 0.08% 172
2023
Q3 		$176K Hold
1,666
– – 0.07% 185
2023
Q2 		$198K Buy
1,666
+1,395
+515% +$144K 0.08% 171
2023
Q1 		$25.2K Buy
271
+71
+36% +$6.23K 0.01% 393
2022
Q4 		$16.3K Hold
200
– – 0.01% 227
2022
Q3 		$12.2K Hold
200
– – 0.01% 239
2022
Q2 		$14K Hold
200
– – 0.01% 257
2022
Q1 		$16.5K Buy
+200
New +$16.2K 0.01% 249

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WR Wealth Planners's ORCL Position: Q4 2024 in Review

WR Wealth Planners reduced its Oracle (ORCL) stake by 1.9% in Q4 2024, selling an estimated $7.11K and leaving 2,066 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #117.

WR Wealth Planners first reported a position in ORCL in Q1 2022 and has held it in 12 quarters since. The position peaked at $359K in Q3 2024. 3,343 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • WR Wealth Planners held 2,066 shares of Oracle worth $344K as of Q4 2024.
  • WR Wealth Planners sold 40 Oracle shares in Q4 2024, an estimated $7.11K.
  • Oracle made up 0.11% of WR Wealth Planners's portfolio in Q4 2024, its #117 holding.
  • WR Wealth Planners first reported a position in Oracle in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's Oracle position peaked at $359K in Q3 2024.
  • 3,343 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.