What occurred
In keeping with a submitting with the Securities and Trade Fee dated October 21, 2025, Ascent Wealth Companions lowered its stake in Oracle Company (ORCL 0.91%) by 26,178 shares. The estimated transaction worth was $6.64 million. The fund now holds 38,593 shares with a reported worth of $10.85 million.
What else to know
This was a promote transaction. Oracle now represents 1.26% of Ascent Wealth Companions’ 13F belongings beneath administration.
The fund’s prime holdings after the submitting are:
- IWF: $75.13 million (8.7% of AUM)
- QQQ: $57.00 million (6.6% of AUM)
- AAPL: $38.90 million (4.5% of AUM)
- MDY: $37.93 million (4.4% of AUM)
- MSFT: $24.69 million (2.9% of AUM)
As of October 20, 2025, shares of Oracle had been priced at $277.18, up 59.7% over the yr ending October 20, 2025, outperforming the S&P 500 by 43.55 proportion factors over the identical interval.
Firm Overview
| Metric | Worth |
|---|---|
| Worth (as of market shut 10/20/25) | $277.18 |
| Market Capitalization | $787.67 billion |
| Income (TTM) | $59.02 billion |
| Internet Revenue (TTM) | $12.44 billion |
Firm Snapshot
Oracle Company delivers enterprise software program and cloud infrastructure to organizations worldwide, offering expertise options throughout varied industries. The corporate’s technique facilities on increasing its cloud choices and leveraging its intensive put in base to drive recurring income and long-term consumer relationships. Oracle’s scale, complete product portfolio, and concentrate on innovation underpin its aggressive place within the expertise sector.
IMAGE SOURCE: GETTY IMAGES.
The corporate gives a broad suite of enterprise cloud purposes, database applied sciences, middleware, and {hardware} techniques, with flagship choices together with Oracle Fusion Cloud ERP, NetSuite, Oracle Database, and Java.
Oracle generates income from cloud providers, license help, {hardware}, and consulting. Its major clients are giant enterprises, authorities businesses, and academic establishments in search of scalable, safe, and built-in IT options.
Silly take
When an funding agency decides to purchase shares in a public firm, the motion suggests a bullish outlook. However the reverse is not essentially the case when shares are offered. For instance, Ascent Wealth Companions’ Q3 sale of Oracle inventory may very well be for quite a lot of causes.
One possible rationalization is revenue taking. Oracle’s shares have soared this yr on the power of its success within the sizzling synthetic intelligence sector. The inventory hit a 52-week excessive of $345.72 in September, practically triple the low reached only a few months earlier in April.
The very fact Ascent Wealth Companions offered a few of its shares, however not all, suggests it was capturing its positive factors. Earlier than the sale, Oracle inventory was among the many funding administration firm’s prime ten holdings. So Ascent might afford to trim its stake.
For those who personal Oracle inventory, do not take Ascent’s motion as an indication to shed shares. The AI market is continuous to see large growth. Forecasts estimate the trade will develop from $255 billion in 2025 to $1.7 trillion by 2031. This progress gives a tailwind to Oracle’s enterprise, so the best method is to carry on to the inventory.
Glossary
13F reportable belongings: Securities that institutional funding managers should disclose quarterly to the SEC if managing over $100 million.
Property beneath administration (AUM): The full market worth of investments managed on behalf of shoppers by a fund or agency.
Quarterly common worth: The common worth of a safety over a particular three-month interval, typically used to estimate transaction values.
High holdings: The biggest positions or investments held in a portfolio, sometimes by market worth.
Outperforming: When an funding delivers greater returns than a benchmark index or comparable investments over a interval.
Flagship choices: An organization’s most outstanding or essential services or products.
Cloud providers: On-demand computing assets, software program, or storage delivered over the web reasonably than on native servers.
License help: Ongoing providers and updates supplied to clients who’ve bought software program licenses.
Middleware: Software program that connects totally different purposes or techniques, enabling them to speak and share information.
TTM: The 12-month interval ending with the latest quarterly report.
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