A&I Financial Services’s Oracle ORCL Stock Holding History

A&I Financial Services’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
2026 Q1	–	Sell	-1,426	Closed	-$278K	–	82
2025 Q4	$278K	Sell	1,426 -770	-35%	-$183K	0.13%	65
2025 Q3	$635K	Buy	+2,196	New	+$559K	0.31%	40

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

A&I Financial Services's ORCL Position: Q1 2026 in Review

A&I Financial Services sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,426 shares — an estimated $278K sold.

A&I Financial Services first reported a position in ORCL in Q3 2025 and held it in 2 quarters. The position peaked at $635K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

A&I Financial Services reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
A&I Financial Services sold 1,426 Oracle shares in Q1 2026, an estimated $278K.
A&I Financial Services first reported a position in Oracle in Q3 2025 and held it in 2 quarters.
A&I Financial Services's Oracle position peaked at $635K in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on A&I Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.