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Zynergy Retirement Planning’s Oracle ORCL Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-225
Closed -$37.5K – 74
2025
Q1 		$37.5K Hold
225
– – 0.03% 51
2024
Q4 		$38.3K Hold
225
– – 0.03% 46
2024
Q3 		$38.3K Hold
225
– – 0.03% 46
2024
Q2 		$31.8K Buy
+225
New +$27.9K 0.02% 51

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zynergy Retirement Planning's ORCL Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Oracle (ORCL) in Q2 2025, closing a stake of 225 shares — an estimated $37.5K sold.

Zynergy Retirement Planning first reported a position in ORCL in Q2 2024 and held it in 4 quarters. The position peaked at $38.3K in Q4 2024. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 225 Oracle shares in Q2 2025, an estimated $37.5K.
  • Zynergy Retirement Planning first reported a position in Oracle in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Oracle position peaked at $38.3K in Q4 2024.
  • 3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.