AAMC
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Asset Allocation & Management Company’s Oracle ORCL Stock Holding History

Asset Allocation & Management Company’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
-2,025
Closed -$395K – 97
2025
Q4 		$395K Hold
2,025
– – 0.16% 55
2025
Q3 		$570K Hold
2,025
– – 0.24% 39
2025
Q2 		$443K Hold
2,025
– – 0.21% 49
2025
Q1 		$283K Hold
2,025
– – 0.14% 72
2024
Q4 		$337K Buy
+2,025
New +$360K 0.18% 58

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Asset Allocation & Management Company's ORCL Position: Q1 2026 in Review

Asset Allocation & Management Company sold out of Oracle (ORCL) in Q1 2026, closing a stake of 2,025 shares — an estimated $395K sold.

Asset Allocation & Management Company first reported a position in ORCL in Q4 2024 and held it in 5 quarters. The position peaked at $570K in Q3 2025. 3,485 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Asset Allocation & Management Company reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Asset Allocation & Management Company sold 2,025 Oracle shares in Q1 2026, an estimated $395K.
  • Asset Allocation & Management Company first reported a position in Oracle in Q4 2024 and held it in 5 quarters.
  • Asset Allocation & Management Company's Oracle position peaked at $570K in Q3 2025.
  • 3,485 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Asset Allocation & Management Company's 13F filing for Q1 2026, filed 15 Apr 2026.