Ameriprise’s Oracle ORCL Stock Holding History

Ameriprise’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
2025 Q4	–	Sell	-5,200	Closed	-$1.46M	–	4178
2025 Q3	$1.46M	Buy	+5,200	New	+$1.32M	﹤0.01%	3169

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

Ameriprise's ORCL Position: Q1 2026 in Review

Ameriprise reduced its Oracle (ORCL) stake by 3.9% in Q1 2026, selling an estimated $44.2M and leaving 6,663,527 shares worth $983M. The position accounts for 0.23% of the portfolio, ranked #98.

Ameriprise first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2B in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Ameriprise held 6,663,527 shares of Oracle worth $983M as of Q1 2026.
Ameriprise sold 272,185 Oracle shares in Q1 2026, an estimated $44.2M.
Oracle made up 0.23% of Ameriprise's portfolio in Q1 2026, its #98 holding.
Ameriprise first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Ameriprise's Oracle position peaked at $2B in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.