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Avalon Trust’s Oracle ORCL Stock Holding History

Avalon Trust’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 		$1.03M Buy
6,972
+166
+2% +$27K 0.07% 67
2025
Q4 		$1.33M Hold
6,806
– – 0.09% 63
2025
Q3 		$1.91M Sell
6,806
-86
-1% -$21.9K 0.12% 57
2025
Q2 		$1.51M Sell
6,892
-20
-0.3% -$3.23K 0.11% 62
2025
Q1 		$966K Buy
6,912
+180
+3% +$29.3K 0.08% 75
2024
Q4 		$1.12M Buy
6,732
+596
+10% +$106K 0.08% 69
2024
Q3 		$1.05M Hold
6,136
– – 0.08% 68
2024
Q2 		$866K Hold
6,136
– – 0.07% 72
2024
Q1 		$771K Buy
6,136
+400
+7% +$45.8K 0.06% 73
2023
Q4 		$605K Sell
5,736
-40
-0.7% -$4.37K 0.06% 78
2023
Q3 		$612K Sell
5,776
-500
-8% -$57.9K 0.06% 74
2023
Q2 		$747K Hold
6,276
– – 0.07% 73
2023
Q1 		$583K Buy
+6,276
New +$550K 0.06% 78

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

Avalon Trust's ORCL Position: Q1 2026 in Review

Avalon Trust increased its Oracle (ORCL) stake by 2.4% in Q1 2026, buying an estimated $27K and bringing the position to 6,972 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #67.

Avalon Trust first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.91M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Avalon Trust held 6,972 shares of Oracle worth $1.03M as of Q1 2026.
  • Avalon Trust bought 166 Oracle shares in Q1 2026, an estimated $27K.
  • Oracle made up 0.07% of Avalon Trust's portfolio in Q1 2026, its #67 holding.
  • Avalon Trust first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's Oracle position peaked at $1.91M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.