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Aviance Capital Partners’s Oracle ORCL Stock Holding History

Aviance Capital Partners’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 		$864K Sell
5,871
-700
-11% -$114K 0.1% 169
2025
Q4 		$1.28M Hold
6,571
– – 0.15% 126
2025
Q3 		$1.85M Buy
6,571
+85
+1% +$21.6K 0.22% 99
2025
Q2 		$1.42M Buy
6,486
+211
+3% +$34.1K 0.19% 126
2025
Q1 		$877K Sell
6,275
-360
-5% -$58.6K 0.12% 158
2024
Q4 		$1.11M Buy
6,635
+185
+3% +$32.9K 0.15% 133
2024
Q3 		$1.1M Sell
6,450
-75
-1% -$10.9K 0.15% 153
2024
Q2 		$921K Sell
6,525
-12
-0.2% -$1.49K 0.13% 154
2024
Q1 		$821K Buy
6,537
+1,215
+23% +$139K 0.12% 170
2023
Q4 		$561K Sell
5,322
-1,080
-17% -$118K 0.12% 160
2023
Q3 		$678K Sell
6,402
-387
-6% -$44.8K 0.15% 152
2023
Q2 		$809K Buy
6,789
+500
+8% +$51.7K 0.17% 145
2023
Q1 		$584K Buy
6,289
+1,034
+20% +$90.7K 0.13% 163
2022
Q4 		$430K Sell
5,255
-430
-8% -$32.7K 0.1% 187
2022
Q3 		$347K Buy
5,685
+34
+0.6% +$2.49K 0.09% 195
2022
Q2 		$395K Hold
5,651
– – 0.09% 198
2022
Q1 		$468K Sell
5,651
-127
-2% -$10.3K 0.09% 187
2021
Q4 		$504K Sell
5,778
-1,333
-19% -$125K 0.08% 188
2021
Q3 		$620K Sell
7,111
-117
-2% -$10.3K 0.11% 176
2021
Q2 		$563K Buy
7,228
+1,709
+31% +$134K 0.1% 182
2021
Q1 		$387K Hold
5,519
– – 0.07% 221
2020
Q4 		$357K Hold
5,519
– – 0.07% 214
2020
Q3 		$329K Hold
5,519
– – 0.07% 196
2020
Q2 		$305K Buy
5,519
+176
+3% +$9.32K 0.08% 198
2020
Q1 		$258K Sell
5,343
-1,489
-22% -$76.8K 0.08% 185
2019
Q4 		$362K Sell
6,832
-828
-11% -$45.6K 0.09% 182
2019
Q3 		$422K Sell
7,660
-794
-9% -$43.9K 0.12% 164
2019
Q2 		$482K Hold
8,454
– – 0.13% 165
2019
Q1 		$454K Hold
8,454
– – 0.13% 160
2018
Q4 		$381K Sell
8,454
-416
-5% -$19.9K 0.13% 167
2018
Q3 		$457K Sell
8,870
-1,800
-17% -$87.4K 0.11% 170
2018
Q2 		$470K Buy
10,670
+1,600
+18% +$73.7K 0.14% 172
2018
Q1 		$414K Sell
9,070
-742
-8% -$36.9K 0.12% 176
2017
Q4 		$464K Buy
9,812
+342
+4% +$16.8K 0.15% 161
2017
Q3 		$458K Buy
9,470
+100
+1% +$4.98K 0.15% 164
2017
Q2 		$470K Sell
9,370
-280
-3% -$12.8K 0.15% 152
2017
Q1 		$430K Sell
9,650
-100
-1% -$4.16K 0.16% 154
2016
Q4 		$375K Sell
9,750
-9,700
-50% -$379K 0.13% 153
2016
Q3 		$764K Sell
19,450
-1,300
-6% -$53K 0.27% 103
2016
Q2 		$849K Sell
20,750
-3,006
-13% -$120K 0.31% 92
2016
Q1 		$972K Sell
23,756
-7,659
-24% -$283K 0.34% 83
2015
Q4 		$1.15M Sell
31,415
-4,699
-13% -$179K 0.39% 73
2015
Q3 		$1.3M Sell
36,114
-2,696
-7% -$104K 0.54% 52
2015
Q2 		$1.56M Buy
38,810
+100
+0.3% +$4.34K 0.58% 43
2015
Q1 		$1.67M Sell
38,710
-16,244
-30% -$704K 0.61% 42
2014
Q4 		$2.47M Buy
54,954
+12,759
+30% +$519K 0.92% 22
2014
Q3 		$1.61M Sell
42,195
-875
-2% -$35.4K 0.61% 37
2014
Q2 		$1.75M Sell
43,070
-1,700
-4% -$69.9K 0.68% 30
2014
Q1 		$1.83M Sell
44,770
-17,654
-28% -$672K 0.77% 30
2013
Q4 		$2.39M Sell
62,424
-2,650
-4% -$91.1K 1.01% 22
2013
Q3 		$2.16M Sell
65,074
-2,450
-4% -$79.5K 1.01% 23
2013
Q2 		$2.07M Buy
+67,524
New +$2.24M 1.12% 20

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

Aviance Capital Partners's ORCL Position: Q1 2026 in Review

Aviance Capital Partners reduced its Oracle (ORCL) stake by 11% in Q1 2026, selling an estimated $114K and leaving 5,871 shares worth $864K. The position accounts for 0.1% of the portfolio, ranked #169.

Aviance Capital Partners first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.47M in Q4 2014. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Aviance Capital Partners held 5,871 shares of Oracle worth $864K as of Q1 2026.
  • Aviance Capital Partners sold 700 Oracle shares in Q1 2026, an estimated $114K.
  • Oracle made up 0.1% of Aviance Capital Partners's portfolio in Q1 2026, its #169 holding.
  • Aviance Capital Partners first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Aviance Capital Partners's Oracle position peaked at $2.47M in Q4 2014.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.