WT Wealth Management’s Oracle ORCL Stock Holding History

WT 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 Q4	–	Sell	-899	Closed	-$253K	–	143
2025 Q3	$253K	Sell	899 -300	-25%	-$76.4K	0.07%	120
2025 Q2	$262K	Buy	+1,199	New	+$194K	0.08%	121

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 Wealth Management's ORCL Position: Q4 2025 in Review

WT Wealth Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 899 shares — an estimated $253K sold.

WT Wealth Management first reported a position in ORCL in Q2 2025 and held it in 2 quarters. The position peaked at $262K in Q2 2025. 3,759 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

WT Wealth Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
WT Wealth Management sold 899 Oracle shares in Q4 2025, an estimated $253K.
WT Wealth Management first reported a position in Oracle in Q2 2025 and held it in 2 quarters.
WT Wealth Management's Oracle position peaked at $262K in Q2 2025.
3,759 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on WT Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.