Alpha Financial Partners’s Oracle ORCL Stock Holding History

Alpha Financial Partners’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	$225K	Buy	1,526 +23	+2%	+$3.74K	0.13%	95
2025 Q4	$293K	Sell	1,503 -62	-4%	-$14.8K	0.18%	69
2025 Q3	$440K	Sell	1,565 -599	-28%	-$153K	0.29%	51
2025 Q2	$473K	Buy	2,164 +148	+7%	+$23.9K	0.34%	48
2025 Q1	$282K	Buy	2,016 +61	+3%	+$9.93K	0.23%	62
2024 Q4	$326K	Buy	+1,955	New	+$347K	0.26%	50
2024 Q3	–	Sell	-1,954	Closed	-$276K	–	138
2024 Q2	$276K	Buy	1,954 +114	+6%	+$14.2K	0.24%	51
2024 Q1	$231K	Buy	+1,840	New	+$211K	0.21%	63
2023 Q3	–	Sell	-1,839	Closed	-$219K	–	89
2023 Q2	$219K	Buy	+1,839	New	+$190K	0.23%	86

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 Financial Partners's ORCL Position: Q1 2026 in Review

Alpha Financial Partners increased its Oracle (ORCL) stake by 1.5% in Q1 2026, buying an estimated $3.74K and bringing the position to 1,526 shares worth $225K. The position accounts for 0.13% of the portfolio, ranked #95.

Alpha Financial Partners first reported a position in ORCL in Q2 2023 and has held it in 9 quarters since. The position peaked at $473K in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Alpha Financial Partners held 1,526 shares of Oracle worth $225K as of Q1 2026.
Alpha Financial Partners bought 23 Oracle shares in Q1 2026, an estimated $3.74K.
Oracle made up 0.13% of Alpha Financial Partners's portfolio in Q1 2026, its #95 holding.
Alpha Financial Partners first reported a position in Oracle in Q2 2023 and has held it in 9 quarters since.
Alpha Financial Partners's Oracle position peaked at $473K in Q2 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.