AA
ORCL icon

Auxano Advisors’s Oracle ORCL Stock Holding History

Auxano 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 		$694K Sell
4,718
-3,483
-42% -$566K 0.14% 109
2025
Q4 		$1.6M Sell
8,201
-704
-8% -$168K 0.32% 48
2025
Q3 		$2.5M Sell
8,905
-609
-6% -$155K 0.53% 27
2025
Q2 		$2.08M Sell
9,514
-2,355
-20% -$380K 0.49% 30
2025
Q1 		$1.66M Sell
11,869
-1,060
-8% -$173K 0.44% 36
2024
Q4 		$2.15M Buy
12,929
+835
+7% +$148K 0.54% 30
2024
Q3 		$2.06M Buy
12,094
+789
+7% +$114K 0.53% 31
2024
Q2 		$1.6M Buy
11,305
+319
+3% +$39.6K 0.44% 40
2024
Q1 		$1.38M Buy
10,986
+756
+7% +$86.5K 0.4% 44
2023
Q4 		$1.08M Sell
10,230
-2
-0% -$218 0.36% 47
2023
Q3 		$1.08M Sell
10,232
-2,591
-20% -$300K 0.44% 40
2023
Q2 		$1.19M Hold
12,823
– – 0.48% 37
2023
Q1 		$1.19M Sell
12,823
-2,893
-18% -$254K 0.48% 37
2022
Q4 		$1.28M Buy
15,716
+229
+1% +$17.4K 0.58% 32
2022
Q3 		$946K Buy
15,487
+4,744
+44% +$347K 0.44% 37
2022
Q2 		$751K Buy
10,743
+2,442
+29% +$179K 0.37% 37
2022
Q1 		$686K Buy
8,301
+538
+7% +$43.6K 0.29% 37
2021
Q4 		$677K Buy
7,763
+904
+13% +$84.9K 0.3% 36
2021
Q3 		$598K Hold
6,859
– – 0.27% 33
2021
Q2 		$534K Buy
6,859
+114
+2% +$8.92K 0.24% 37
2021
Q1 		$473K Buy
6,745
+1,251
+23% +$81K 0.29% 33
2020
Q4 		$355K Buy
5,494
+1,517
+38% +$90.3K 0.23% 35
2020
Q3 		$237K Buy
+3,977
New +$226K 0.18% 41

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

Auxano Advisors's ORCL Position: Q1 2026 in Review

Auxano Advisors reduced its Oracle (ORCL) stake by 42% in Q1 2026, selling an estimated $566K and leaving 4,718 shares worth $694K. The position accounts for 0.14% of the portfolio, ranked #109.

Auxano Advisors first reported a position in ORCL in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.5M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Auxano Advisors held 4,718 shares of Oracle worth $694K as of Q1 2026.
  • Auxano Advisors sold 3,483 Oracle shares in Q1 2026, an estimated $566K.
  • Oracle made up 0.14% of Auxano Advisors's portfolio in Q1 2026, its #109 holding.
  • Auxano Advisors first reported a position in Oracle in Q3 2020 and has held it in 23 quarters since.
  • Auxano Advisors's Oracle position peaked at $2.5M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.