AFAS
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Acorn Financial Advisory Services’s Oracle ORCL Stock Holding History

Acorn Financial Advisory 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
-1,213
Closed -$236K – 230
2025
Q4 		$236K Buy
1,213
+17
+1% +$4.05K 0.03% 187
2025
Q3 		$336K Sell
1,196
-83
-6% -$21.1K 0.05% 150
2025
Q2 		$280K Sell
1,279
-666
-34% -$108K 0.05% 161
2025
Q1 		$272K Sell
1,945
-1,317
-40% -$214K 0.05% 155
2024
Q4 		$544K Buy
3,262
+496
+18% +$88.1K 0.09% 107
2024
Q3 		$471K Sell
2,766
-35
-1% -$5.07K 0.08% 115
2024
Q2 		$395K Buy
2,801
+19
+0.7% +$2.36K 0.07% 123
2024
Q1 		$349K Sell
2,782
-595
-18% -$68.1K 0.07% 140
2023
Q4 		$355K Buy
3,377
+12
+0.4% +$1.31K 0.06% 181
2023
Q3 		$357K Buy
3,365
+100
+3% +$11.6K 0.06% 174
2023
Q2 		$389K Sell
3,265
-299
-8% -$30.9K 0.07% 165
2023
Q1 		$331K Sell
3,564
-106
-3% -$9.29K 0.06% 170
2022
Q4 		$300K Buy
3,670
+203
+6% +$15.4K 0.06% 168
2022
Q3 		$212K Buy
3,467
+100
+3% +$7.32K 0.05% 201
2022
Q2 		$235K Buy
3,367
+748
+29% +$54.8K 0.06% 189
2022
Q1 		$216K Buy
2,619
+230
+10% +$18.6K 0.04% 211
2021
Q4 		$209K Buy
2,389
+52
+2% +$4.88K 0.04% 208
2021
Q3 		$204K Sell
2,337
-338
-13% -$29.9K 0.06% 211
2021
Q2 		$208K Buy
+2,675
New +$209K 0.06% 226

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Acorn Financial Advisory Services's ORCL Position: Q1 2026 in Review

Acorn Financial Advisory Services sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,213 shares — an estimated $236K sold.

Acorn Financial Advisory Services first reported a position in ORCL in Q2 2021 and held it in 19 quarters. The position peaked at $544K in Q4 2024. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Acorn Financial Advisory Services reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 1,213 Oracle shares in Q1 2026, an estimated $236K.
  • Acorn Financial Advisory Services first reported a position in Oracle in Q2 2021 and held it in 19 quarters.
  • Acorn Financial Advisory Services's Oracle position peaked at $544K in Q4 2024.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.