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Athena Investment Management’s Oracle ORCL Stock Holding History

Athena Investment Management’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 		$330K Hold
2,241
– – 0.17% 114
2025
Q4 		$437K Hold
2,241
– – 0.22% 100
2025
Q3 		$630K Sell
2,241
-78
-3% -$19.9K 0.33% 76
2025
Q2 		$507K Hold
2,319
– – 0.28% 86
2025
Q1 		$324K Sell
2,319
-19
-0.8% -$3.09K 0.2% 109
2024
Q4 		$390K Sell
2,338
-151
-6% -$26.8K 0.23% 102
2024
Q3 		$424K Sell
2,489
-100
-4% -$14.5K 0.24% 98
2024
Q2 		$366K Sell
2,589
-92
-3% -$11.4K 0.22% 107
2024
Q1 		$337K Hold
2,681
– – 0.2% 109
2023
Q4 		$283K Buy
2,681
+8
+0.3% +$873 0.18% 116
2023
Q3 		$283K Hold
2,673
– – 0.2% 110
2023
Q2 		$318K Sell
2,673
-175
-6% -$18.1K 0.22% 105
2023
Q1 		$265K Buy
2,848
+154
+6% +$13.5K 0.19% 115
2022
Q4 		$220K Buy
+2,694
New +$205K 0.16% 128
2022
Q2 		– Sell
-2,435
Closed -$200K – 136
2022
Q1 		$200K Buy
+2,435
New +$197K 0.16% 116

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

Athena Investment Management's ORCL Position: Q1 2026 in Review

Athena Investment Management held its Oracle (ORCL) position steady in Q1 2026 at 2,241 shares worth $330K. The position accounts for 0.17% of the portfolio, ranked #114.

Athena Investment Management first reported a position in ORCL in Q1 2022 and has held it in 15 quarters since. The position peaked at $630K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Athena Investment Management held 2,241 shares of Oracle worth $330K as of Q1 2026.
  • Athena Investment Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.17% of Athena Investment Management's portfolio in Q1 2026, its #114 holding.
  • Athena Investment Management first reported a position in Oracle in Q1 2022 and has held it in 15 quarters since.
  • Athena Investment Management's Oracle position peaked at $630K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.