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Apriem Advisors’s Oracle ORCL Stock Holding History

Apriem Advisors’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 		$536K Sell
3,644
-102
-3% -$16.6K 0.05% 118
2025
Q4 		$730K Buy
3,746
+822
+28% +$196K 0.07% 103
2025
Q3 		$822K Buy
2,924
+151
+5% +$38.5K 0.08% 100
2025
Q2 		$606K Buy
2,773
+46
+2% +$7.43K 0.06% 107
2025
Q1 		$381K Buy
2,727
+90
+3% +$14.7K 0.04% 125
2024
Q4 		$439K Buy
2,637
+102
+4% +$18.1K 0.05% 112
2024
Q3 		$432K Sell
2,535
-20
-0.8% -$2.9K 0.05% 111
2024
Q2 		$361K Buy
2,555
+55
+2% +$6.83K 0.04% 124
2024
Q1 		$314K Buy
+2,500
New +$286K 0.04% 131
2018
Q3 		– Sell
-2,151
Closed -$95K – 305
2018
Q2 		$95K Buy
+2,151
New +$99.1K 0.02% 184
2017
Q2 		– Sell
-4,132
Closed -$184K – 414
2017
Q1 		$184K Buy
4,132
+1,004
+32% +$41.8K 0.05% 130
2016
Q4 		$120K Buy
3,128
+1,277
+69% +$49.9K 0.04% 151
2016
Q3 		$73K Buy
1,851
+394
+27% +$16.1K 0.02% 192
2016
Q2 		$60K Sell
1,457
-181
-11% -$7.23K 0.02% 210
2016
Q1 		$67K Sell
1,638
-31
-2% -$1.15K 0.03% 173
2015
Q4 		$61K Buy
1,669
+225
+16% +$8.59K 0.02% 184
2015
Q3 		$52K Sell
1,444
-2,097
-59% -$80.6K 0.02% 199
2015
Q2 		$143K Buy
3,541
+605
+21% +$26.2K 0.05% 119
2015
Q1 		$127K Buy
2,936
+304
+12% +$13.2K 0.04% 129
2014
Q4 		$118K Sell
2,632
-259
-9% -$10.5K 0.04% 121
2014
Q3 		$111K Buy
2,891
+115
+4% +$4.66K 0.04% 133
2014
Q2 		$112K Buy
2,776
+154
+6% +$6.34K 0.04% 145
2014
Q1 		$107K Buy
2,622
+3
+0.1% +$114 0.04% 157
2013
Q4 		$100K Buy
2,619
+4
+0.2% +$138 0.04% 148
2013
Q3 		$87K Buy
2,615
+504
+24% +$16.4K 0.04% 153
2013
Q2 		$65K Buy
+2,111
New +$70K 0.03% 171

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

Apriem Advisors's ORCL Position: Q1 2026 in Review

Apriem Advisors reduced its Oracle (ORCL) stake by 2.7% in Q1 2026, selling an estimated $16.6K and leaving 3,644 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #118.

Apriem Advisors first reported a position in ORCL in Q2 2013 and has held it in 26 quarters since. The position peaked at $822K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Apriem Advisors held 3,644 shares of Oracle worth $536K as of Q1 2026.
  • Apriem Advisors sold 102 Oracle shares in Q1 2026, an estimated $16.6K.
  • Oracle made up 0.05% of Apriem Advisors's portfolio in Q1 2026, its #118 holding.
  • Apriem Advisors first reported a position in Oracle in Q2 2013 and has held it in 26 quarters since.
  • Apriem Advisors's Oracle position peaked at $822K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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