Alpha Family Trust’s Oracle ORCL Stock Holding History

Alpha Family Trust’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	$594K	Hold	4,040	–	–	0.29%	58
2025 Q4	$787K	Hold	4,040	–	–	0.36%	49
2025 Q3	$1.14M	Hold	4,040	–	–	0.53%	31
2025 Q2	$883K	Buy	4,040 +1,240	+44%	+$200K	0.44%	42
2025 Q1	$391K	Hold	2,800	–	–	0.23%	83
2024 Q4	$467K	Hold	2,800	–	–	0.26%	60
2024 Q3	$477K	Hold	2,800	–	–	0.27%	66
2024 Q2	$395K	Hold	2,800	–	–	0.23%	73
2024 Q1	$352K	Hold	2,800	–	–	0.21%	87
2023 Q4	$295K	Hold	2,800	–	–	0.2%	96
2023 Q3	$297K	Hold	2,800	–	–	0.23%	84
2023 Q2	$333K	Hold	2,800	–	–	0.23%	71
2023 Q1	$260K	Buy	2,800 +200	+8%	+$17.5K	0.21%	93
2022 Q4	$213K	Buy	+2,600	New	+$198K	0.19%	108

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

Alpha Family Trust's ORCL Position: Q1 2026 in Review

Alpha Family Trust held its Oracle (ORCL) position steady in Q1 2026 at 4,040 shares worth $594K. The position accounts for 0.29% of the portfolio, ranked #58.

Alpha Family Trust first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Alpha Family Trust held 4,040 shares of Oracle worth $594K as of Q1 2026.
Alpha Family Trust left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.29% of Alpha Family Trust's portfolio in Q1 2026, its #58 holding.
Alpha Family Trust first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
Alpha Family Trust's Oracle position peaked at $1.14M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.