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American Trust’s Oracle ORCL Stock Holding History

American 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 		$232K Sell
1,575
-47
-3% -$7.64K 0.02% 280
2025
Q4 		$316K Buy
1,622
+162
+11% +$38.6K 0.03% 229
2025
Q3 		$411K Hold
1,460
– – 0.03% 202
2025
Q2 		$319K Buy
+1,460
New +$236K 0.03% 213
2025
Q1 		– Sell
-1,310
Closed -$218K – 241
2024
Q4 		$218K Hold
1,310
– – 0.02% 289
2024
Q3 		$223K Buy
+1,310
New +$190K 0.02% 238
2023
Q1 		– Sell
-8,174
Closed -$668K – 475
2022
Q4 		$668K Sell
8,174
-8,784
-52% -$668K 0.06% 170
2022
Q3 		$1.03M Buy
16,958
+1,650
+11% +$121K 0.09% 117
2022
Q2 		$1.07M Buy
15,308
+1,215
+9% +$88.9K 0.09% 122
2022
Q1 		$1.17M Sell
14,093
-1,225
-8% -$99.2K 0.08% 136
2021
Q4 		$1.34M Buy
+15,318
New +$1.44M 0.1% 87

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

American Trust's ORCL Position: Q1 2026 in Review

American Trust reduced its Oracle (ORCL) stake by 2.9% in Q1 2026, selling an estimated $7.64K and leaving 1,575 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #280.

American Trust first reported a position in ORCL in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2021. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • American Trust held 1,575 shares of Oracle worth $232K as of Q1 2026.
  • American Trust sold 47 Oracle shares in Q1 2026, an estimated $7.64K.
  • Oracle made up 0.02% of American Trust's portfolio in Q1 2026, its #280 holding.
  • American Trust first reported a position in Oracle in Q4 2021 and has held it in 11 quarters since.
  • American Trust's Oracle position peaked at $1.34M in Q4 2021.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.