AA
ORCL icon

Advisory Alpha’s Oracle ORCL Stock Holding History

Advisory Alpha’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 		$978K Buy
6,644
+590
+10% +$95.9K 0.03% 193
2025
Q4 		$1.18M Buy
6,054
+524
+9% +$125K 0.03% 173
2025
Q3 		$1.6M Buy
5,530
+1,642
+42% +$418K 0.04% 134
2025
Q2 		$850K Buy
3,888
+287
+8% +$46.3K 0.03% 183
2025
Q1 		$503K Buy
3,601
+396
+12% +$64.5K 0.02% 251
2024
Q4 		$534K Buy
3,205
+48
+2% +$8.53K 0.02% 226
2024
Q3 		$538K Buy
3,157
+1,354
+75% +$196K 0.02% 224
2024
Q2 		$255K Buy
+1,803
New +$224K 0.01% 322
2023
Q3 		– Sell
-2,149
Closed -$256K – 324
2023
Q2 		$256K Buy
+2,149
New +$222K 0.01% 278
2020
Q4 		– Sell
-1,071
Closed -$65K – 478
2020
Q3 		$65K Buy
+1,071
New +$60.8K 0.01% 183
2020
Q2 		– Sell
-953
Closed -$49.5K – 444
2020
Q1 		$49.5K Buy
953
+522
+121% +$26.9K 0.01% 207
2019
Q4 		$23.5K Sell
431
-89
-17% -$4.9K 0.01% 385
2019
Q3 		$28.4K Buy
+520
New +$28.7K 0.01% 321
2019
Q2 		– Sell
-529
Closed -$28.7K – 474
2019
Q1 		$28.7K Buy
+529
New +$27K 0.01% 300

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

Advisory Alpha's ORCL Position: Q1 2026 in Review

Advisory Alpha increased its Oracle (ORCL) stake by 9.7% in Q1 2026, buying an estimated $95.9K and bringing the position to 6,644 shares worth $978K. The position accounts for 0.03% of the portfolio, ranked #193.

Advisory Alpha first reported a position in ORCL in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.6M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Advisory Alpha held 6,644 shares of Oracle worth $978K as of Q1 2026.
  • Advisory Alpha bought 590 Oracle shares in Q1 2026, an estimated $95.9K.
  • Oracle made up 0.03% of Advisory Alpha's portfolio in Q1 2026, its #193 holding.
  • Advisory Alpha first reported a position in Oracle in Q1 2019 and has held it in 14 quarters since.
  • Advisory Alpha's Oracle position peaked at $1.6M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.