ACM
ORCL icon

Advance Capital Management’s Oracle ORCL Stock Holding History

Advance Capital Management’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 		$1.9M Buy
12,904
+461
+4% +$74.9K 0.07% 48
2025
Q4 		$2.43M Sell
12,443
-444
-3% -$106K 0.1% 39
2025
Q3 		$3.62M Buy
12,887
+11
+0.1% +$2.8K 0.16% 30
2025
Q2 		$2.81M Sell
12,876
-140
-1% -$22.6K 0.13% 34
2025
Q1 		$1.82M Buy
13,016
+78
+0.6% +$12.7K 0.09% 39
2024
Q4 		$2.16M Sell
12,938
-1,172
-8% -$208K 0.1% 28
2024
Q3 		$2.4M Buy
14,110
+170
+1% +$24.6K 0.11% 30
2024
Q2 		$1.97M Sell
13,940
-5
-0% -$621 0.09% 32
2024
Q1 		$1.75M Sell
13,945
-942
-6% -$108K 0.12% 32
2023
Q4 		$1.57M Sell
14,887
-1,102
-7% -$120K 0.12% 24
2023
Q3 		$1.69M Buy
15,989
+114
+0.7% +$13.2K 0.16% 21
2023
Q2 		$1.89M Buy
15,875
+1,127
+8% +$117K 0.21% 21
2023
Q1 		$1.37M Hold
14,748
– – 0.24% 26
2022
Q4 		$1.21M Hold
14,748
– – 0.16% 26
2022
Q3 		$901K Sell
14,748
-3,561
-19% -$261K 0.11% 26
2022
Q2 		$1.28M Buy
18,309
+147
+0.8% +$10.8K 0.15% 21
2022
Q1 		$1.5M Sell
18,162
-1,310
-7% -$106K 0.18% 19
2021
Q4 		$1.7M Buy
+19,472
New +$1.83M 0.35% 15

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

Advance Capital Management's ORCL Position: Q1 2026 in Review

Advance Capital Management increased its Oracle (ORCL) stake by 3.7% in Q1 2026, buying an estimated $74.9K and bringing the position to 12,904 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #48.

Advance Capital Management first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.62M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Advance Capital Management held 12,904 shares of Oracle worth $1.9M as of Q1 2026.
  • Advance Capital Management bought 461 Oracle shares in Q1 2026, an estimated $74.9K.
  • Oracle made up 0.07% of Advance Capital Management's portfolio in Q1 2026, its #48 holding.
  • Advance Capital Management first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's Oracle position peaked at $3.62M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.