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Allen Capital Group’s Oracle ORCL Stock Holding History

Allen Capital Group’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 		$726K Buy
4,933
+872
+21% +$142K 0.06% 155
2025
Q4 		$792K Buy
4,061
+785
+24% +$187K 0.07% 149
2025
Q3 		$921K Buy
3,276
+41
+1% +$10.4K 0.09% 134
2025
Q2 		$707K Buy
3,235
+294
+10% +$47.5K 0.07% 148
2025
Q1 		$411K Buy
2,941
+1,441
+96% +$235K 0.05% 184
2024
Q4 		$250K Buy
1,500
+22
+1% +$3.91K 0.03% 203
2024
Q3 		$252K Buy
+1,478
New +$214K 0.03% 205
2021
Q2 		– Sell
-2,894
Closed -$203K – 160
2021
Q1 		$203K Buy
+2,894
New +$187K 0.04% 146
2020
Q2 		– Sell
-4,746
Closed -$229K – 136
2020
Q1 		$229K Sell
4,746
-6,733
-59% -$348K 0.07% 113
2019
Q4 		$608K Buy
11,479
+391
+4% +$21.5K 0.16% 91
2019
Q3 		$605K Buy
+11,088
New +$613K 0.19% 85

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

Allen Capital Group's ORCL Position: Q1 2026 in Review

Allen Capital Group increased its Oracle (ORCL) stake by 21% in Q1 2026, buying an estimated $142K and bringing the position to 4,933 shares worth $726K. The position accounts for 0.06% of the portfolio, ranked #155.

Allen Capital Group first reported a position in ORCL in Q3 2019 and has held it in 11 quarters since. The position peaked at $921K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Allen Capital Group held 4,933 shares of Oracle worth $726K as of Q1 2026.
  • Allen Capital Group bought 872 Oracle shares in Q1 2026, an estimated $142K.
  • Oracle made up 0.06% of Allen Capital Group's portfolio in Q1 2026, its #155 holding.
  • Allen Capital Group first reported a position in Oracle in Q3 2019 and has held it in 11 quarters since.
  • Allen Capital Group's Oracle position peaked at $921K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.