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Arbor Trust Wealth Advisors’s Oracle ORCL Stock Holding History

Arbor Trust Wealth 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 		$2.3M Sell
15,648
-615
-4% -$100K 1.01% 33
2025
Q4 		$3.17M Sell
16,263
-514
-3% -$122K 1.39% 27
2025
Q3 		$4.72M Sell
16,777
-293
-2% -$74.6K 2.12% 17
2025
Q2 		$3.73M Sell
17,070
-700
-4% -$113K 1.83% 22
2025
Q1 		$2.48M Buy
17,770
+641
+4% +$104K 1.17% 30
2024
Q4 		$2.85M Buy
17,129
+7
+0% +$1.24K 1.34% 26
2024
Q3 		$2.42M Hold
17,122
– – 1.27% 26
2024
Q2 		$2.42M Sell
17,122
-129
-0.7% -$16K 1.27% 26
2024
Q1 		$2.11M Sell
17,251
-30
-0.2% -$3.43K 1.16% 29
2023
Q4 		$1.82M Sell
17,281
-50
-0.3% -$5.46K 1.08% 30
2023
Q3 		$1.84M Sell
17,331
-380
-2% -$44K 1.21% 31
2023
Q2 		$2.11M Sell
17,711
-1,030
-5% -$106K 1.34% 25
2023
Q1 		$1.74M Buy
18,741
+905
+5% +$79.4K 1.14% 29
2022
Q4 		$1.46M Sell
17,836
-84
-0.5% -$6.38K 1.01% 31
2022
Q3 		$1.1M Sell
17,920
-1,225
-6% -$89.7K 0.83% 34
2022
Q2 		$1.34M Buy
19,145
+1,770
+10% +$130K 0.93% 31
2022
Q1 		$1.44M Sell
17,375
-2,615
-13% -$212K 0.86% 30
2021
Q4 		$1.74M Sell
19,990
-70
-0.3% -$6.57K 1% 31
2021
Q3 		$1.75M Sell
20,060
-30
-0.1% -$2.65K 1.09% 30
2021
Q2 		$1.56M Sell
20,090
-200
-1% -$15.7K 0.98% 33
2021
Q1 		$1.43M Sell
20,290
-330
-2% -$21.4K 0.96% 34
2020
Q4 		$1.33M Sell
20,620
-315
-2% -$18.8K 0.97% 33
2020
Q3 		$1.25M Sell
20,935
-125
-0.6% -$7.1K 1.08% 32
2020
Q2 		$1.16M Sell
21,060
-575
-3% -$30.5K 1.05% 31
2020
Q1 		$1.05M Sell
21,635
-277
-1% -$14.3K 1.11% 31
2019
Q4 		$1.16M Buy
+21,912
New +$1.21M 0.99% 34

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

Arbor Trust Wealth Advisors's ORCL Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its Oracle (ORCL) stake by 3.8% in Q1 2026, selling an estimated $100K and leaving 15,648 shares worth $2.3M. The position accounts for 1.01% of the portfolio, ranked #33.

Arbor Trust Wealth Advisors first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.72M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Arbor Trust Wealth Advisors held 15,648 shares of Oracle worth $2.3M as of Q1 2026.
  • Arbor Trust Wealth Advisors sold 615 Oracle shares in Q1 2026, an estimated $100K.
  • Oracle made up 1.01% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • Arbor Trust Wealth Advisors first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's Oracle position peaked at $4.72M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.