Arlington Financial Advisors’s Oracle ORCL Stock Holding History

Arlington Financial 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	–	Sell	-1,380	Closed	-$269K	–	107
2025 Q4	$269K	Buy	+1,380	New	+$329K	0.04%	89
2020 Q1	–	Sell	-40,809	Closed	-$2.16M	–	58
2019 Q4	$2.16M	Buy	40,809 +217	+0.5%	+$11.9K	1.2%	26
2019 Q3	$2.23M	Sell	40,592 -2,787	-6%	-$154K	1.28%	27
2019 Q2	$2.47M	Sell	43,379 -101	-0.2%	-$5.46K	1.42%	24
2019 Q1	$2.33M	Sell	43,480 -507	-1%	-$25.8K	1.33%	27
2018 Q4	$1.99M	Buy	43,987 +1,652	+4%	+$79.2K	0.84%	39
2018 Q3	$2.14M	Buy	42,335 +40	+0.1%	+$1.94K	1.29%	25
2018 Q2	$2.02M	Buy	42,295 +2,902	+7%	+$134K	1.17%	27
2018 Q1	$1.8M	Buy	39,393 +11	+0%	+$547	1.18%	26
2017 Q4	$2.04M	Buy	+39,382	New	+$1.93M	0.96%	27

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

Arlington Financial Advisors's ORCL Position: Q1 2026 in Review

Arlington Financial Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,380 shares — an estimated $269K sold.

Arlington Financial Advisors first reported a position in ORCL in Q4 2017 and held it in 10 quarters. The position peaked at $2.47M in Q2 2019. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Arlington Financial Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Arlington Financial Advisors sold 1,380 Oracle shares in Q1 2026, an estimated $269K.
Arlington Financial Advisors first reported a position in Oracle in Q4 2017 and held it in 10 quarters.
Arlington Financial Advisors's Oracle position peaked at $2.47M in Q2 2019.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.