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ORCL icon

Abound Financial’s Oracle ORCL Stock Holding History

Abound Financial’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 		$332K Hold
2,254
– – 0.14% 46
2025
Q4 		$439K Sell
2,254
-91
-4% -$21.7K 0.17% 45
2025
Q3 		$660K Sell
2,345
-205
-8% -$52.2K 0.26% 39
2025
Q2 		$558K Hold
2,550
– – 0.25% 41
2025
Q1 		$357K Sell
2,550
-341
-12% -$55.5K 0.18% 49
2024
Q4 		$482K Buy
+2,891
New +$514K 0.24% 44

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abound Financial's ORCL Position: Q1 2026 in Review

Abound Financial held its Oracle (ORCL) position steady in Q1 2026 at 2,254 shares worth $332K. The position accounts for 0.14% of the portfolio, ranked #46.

Abound Financial first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $660K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Abound Financial held 2,254 shares of Oracle worth $332K as of Q1 2026.
  • Abound Financial left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.14% of Abound Financial's portfolio in Q1 2026, its #46 holding.
  • Abound Financial first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Abound Financial's Oracle position peaked at $660K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.