AO
ORCL icon

Advisor OS’s Oracle ORCL Stock Holding History

Advisor OS’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 		$1.02M Buy
6,949
+2,110
+44% +$343K 0.07% 182
2025
Q4 		$943K Buy
4,839
+90
+2% +$21.4K 0.08% 170
2025
Q3 		$1.34M Buy
4,749
+71
+2% +$18.1K 0.12% 111
2025
Q2 		$1.02M Buy
4,678
+912
+24% +$147K 0.1% 145
2025
Q1 		$527K Buy
3,766
+88
+2% +$14.3K 0.06% 229
2024
Q4 		$613K Buy
3,678
+612
+20% +$109K 0.07% 192
2024
Q3 		$523K Buy
3,066
+330
+12% +$47.8K 0.05% 246
2024
Q2 		$386K Sell
2,736
-3
-0.1% -$373 0.04% 268
2024
Q1 		$344K Sell
2,739
-47
-2% -$5.38K 0.04% 288
2023
Q4 		$294K Buy
2,786
+568
+26% +$62K 0.04% 262
2023
Q3 		$235K Buy
2,218
+307
+16% +$35.5K 0.04% 259
2023
Q2 		$228K Buy
+1,911
New +$198K 0.04% 271
2022
Q1 		– Sell
-5,160
Closed -$450K – 236
2021
Q4 		$450K Buy
5,160
+307
+6% +$28.8K 0.09% 183
2021
Q3 		$423K Hold
4,853
– – 0.09% 166
2021
Q2 		$378K Sell
4,853
-50
-1% -$3.91K 0.08% 168
2021
Q1 		$344K Buy
+4,903
New +$317K 0.08% 143

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

Advisor OS's ORCL Position: Q1 2026 in Review

Advisor OS increased its Oracle (ORCL) stake by 44% in Q1 2026, buying an estimated $343K and bringing the position to 6,949 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #182.

Advisor OS first reported a position in ORCL in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.34M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Advisor OS held 6,949 shares of Oracle worth $1.02M as of Q1 2026.
  • Advisor OS bought 2,110 Oracle shares in Q1 2026, an estimated $343K.
  • Oracle made up 0.07% of Advisor OS's portfolio in Q1 2026, its #182 holding.
  • Advisor OS first reported a position in Oracle in Q1 2021 and has held it in 16 quarters since.
  • Advisor OS's Oracle position peaked at $1.34M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.