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Accordant Advisory Group’s Oracle ORCL Stock Holding History

Accordant Advisory Group’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 		$14.7K Buy
+100
New +$16.3K 0.01% 148
2025
Q3 		– Sell
-130
Closed -$28.4K – 181
2025
Q2 		$28.4K Hold
130
– – 0.02% 103
2025
Q1 		$18.2K Hold
130
– – 0.02% 101
2024
Q4 		$21.7K Hold
130
– – 0.02% 99
2024
Q3 		$22.2K Buy
130
+5
+4% +$724 0.02% 103
2024
Q2 		$17.6K Hold
125
– – 0.02% 107
2024
Q1 		$15.7K Buy
+125
New +$14.3K 0.01% 159

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

Accordant Advisory Group's ORCL Position: Q1 2026 in Review

Accordant Advisory Group opened a new position in Oracle (ORCL) in Q1 2026: 100 shares worth $14.7K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings. This is a return to the name: Accordant Advisory Group previously reported a position in ORCL as recently as Q2 2025.

Accordant Advisory Group first reported a position in ORCL in Q1 2024 and has held it in 7 quarters since. The position peaked at $28.4K in Q2 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Accordant Advisory Group held 100 shares of Oracle worth $14.7K as of Q1 2026.
  • Oracle was a new Accordant Advisory Group position in Q1 2026.
  • Oracle made up 0.01% of Accordant Advisory Group's portfolio in Q1 2026, its #148 holding.
  • Accordant Advisory Group first reported a position in Oracle in Q1 2024 and has held it in 7 quarters since.
  • Accordant Advisory Group's Oracle position peaked at $28.4K in Q2 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.