WT Asset Management’s Oracle ORCL Stock Holding History

WT Asset 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 Q4	–	Sell	-58,536	Closed	-$16.5M	–	52
2025 Q3	$16.5M	Sell	58,536 -197,764	-77%	-$50.4M	0.76%	24
2025 Q2	$56M	Buy	+256,300	New	+$41.4M	3.93%	7

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

WT Asset Management's ORCL Position: Q4 2025 in Review

WT Asset Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 58,536 shares — an estimated $16.5M sold.

WT Asset Management first reported a position in ORCL in Q2 2025 and held it in 2 quarters. The position peaked at $56M in Q2 2025. 3,758 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

WT Asset Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
WT Asset Management sold 58,536 Oracle shares in Q4 2025, an estimated $16.5M.
WT Asset Management first reported a position in Oracle in Q2 2025 and held it in 2 quarters.
WT Asset Management's Oracle position peaked at $56M in Q2 2025.
3,758 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on WT Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.