AFT Forsyth & Company’s Oracle ORCL Stock Holding History

AFT Forsyth & Company’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	$1.15M	Sell	7,796 -75	-1%	-$12.2K	0.54%	42
2025 Q4	$1.53M	Sell	7,871 -725	-8%	-$173K	0.66%	37
2025 Q3	$2.42M	Buy	8,596 +1,187	+16%	+$302K	1.16%	19
2025 Q2	$1.62M	Buy	7,409 +385	+5%	+$62.2K	0.83%	27
2025 Q1	$982K	Buy	7,024 +285	+4%	+$46.4K	0.53%	42
2024 Q4	$1.12M	Buy	6,739 +1,659	+33%	+$295K	0.55%	39
2024 Q3	$866K	Buy	5,080 +3,110	+158%	+$450K	0.43%	53
2024 Q2	$278K	Buy	1,970 +290	+17%	+$36K	0.14%	118
2024 Q1	$211K	Buy	+1,680	New	+$192K	0.12%	135

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AFT Forsyth & Company's ORCL Position: Q1 2026 in Review

AFT Forsyth & Company reduced its Oracle (ORCL) stake by 0.95% in Q1 2026, selling an estimated $12.2K and leaving 7,796 shares worth $1.15M. The position accounts for 0.54% of the portfolio, ranked #42.

AFT Forsyth & Company first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.42M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

AFT Forsyth & Company held 7,796 shares of Oracle worth $1.15M as of Q1 2026.
AFT Forsyth & Company sold 75 Oracle shares in Q1 2026, an estimated $12.2K.
Oracle made up 0.54% of AFT Forsyth & Company's portfolio in Q1 2026, its #42 holding.
AFT Forsyth & Company first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
AFT Forsyth & Company's Oracle position peaked at $2.42M in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.