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Advyzon Investment Management’s Oracle ORCL Stock Holding History

Advyzon Investment 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 		$1.36M Buy
9,245
+1,092
+13% +$178K 0.12% 170
2025
Q4 		$1.59M Sell
8,153
-63
-0.8% -$15K 0.18% 122
2025
Q3 		$2.31M Buy
8,216
+1,345
+20% +$343K 0.4% 53
2025
Q2 		$1.5M Buy
6,871
+1,559
+29% +$252K 0.33% 68
2025
Q1 		$743K Buy
5,312
+1,987
+60% +$324K 0.26% 76
2024
Q4 		$554K Buy
+3,325
New +$591K 0.21% 92

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

Advyzon Investment Management's ORCL Position: Q1 2026 in Review

Advyzon Investment Management increased its Oracle (ORCL) stake by 13% in Q1 2026, buying an estimated $178K and bringing the position to 9,245 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #170.

Advyzon Investment Management first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.31M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Advyzon Investment Management held 9,245 shares of Oracle worth $1.36M as of Q1 2026.
  • Advyzon Investment Management bought 1,092 Oracle shares in Q1 2026, an estimated $178K.
  • Oracle made up 0.12% of Advyzon Investment Management's portfolio in Q1 2026, its #170 holding.
  • Advyzon Investment Management first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Oracle position peaked at $2.31M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.