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Avion Wealth’s Oracle ORCL Stock Holding History

Avion Wealth’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 		$32K Sell
221
-1
-0.5% -$163 0.01% 259
2025
Q4 		$43K Sell
222
-38
-15% -$9.05K 0.01% 221
2025
Q3 		$73K Buy
260
+37
+17% +$9.42K 0.02% 182
2025
Q2 		$48K Buy
223
+12
+6% +$1.94K 0.01% 209
2025
Q1 		$35K Hold
211
– – 0.01% 230
2024
Q4 		$35K Buy
211
+59
+39% +$10.5K 0.01% 229
2024
Q3 		$25K Buy
152
+26
+21% +$3.77K 0.01% 235
2024
Q2 		$17K Buy
126
+23
+22% +$2.86K ﹤0.01% 251
2024
Q1 		$13K Buy
103
+7
+7% +$801 ﹤0.01% 275
2023
Q4 		$10K Sell
96
-4
-4% -$437 ﹤0.01% 285
2023
Q3 		$10K Buy
100
+36
+56% +$4.17K ﹤0.01% 275
2023
Q2 		$7K Buy
64
+49
+327% +$5.07K ﹤0.01% 324
2023
Q1 		$1K Buy
+15
New +$1.31K ﹤0.01% 470
2022
Q3 		– Sell
-32
Closed -$2K – 556
2022
Q2 		$2K Buy
+32
New +$2.34K ﹤0.01% 404
2022
Q1 		– Sell
-14
Closed -$1K – 423
2021
Q4 		$1K Hold
14
– – ﹤0.01% 382
2021
Q3 		$1K Hold
14
– – ﹤0.01% 362
2021
Q2 		$1K Buy
+14
New +$1.1K ﹤0.01% 349
2020
Q4 		– Sell
-37
Closed -$2K – 369
2020
Q3 		$2K Hold
37
– – ﹤0.01% 275
2020
Q2 		$2K Hold
37
– – ﹤0.01% 249
2020
Q1 		$2K Buy
+37
New +$1.91K ﹤0.01% 269

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

Avion Wealth's ORCL Position: Q1 2026 in Review

Avion Wealth reduced its Oracle (ORCL) stake by 0.45% in Q1 2026, selling an estimated $163 and leaving 221 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #259.

Avion Wealth first reported a position in ORCL in Q1 2020 and has held it in 20 quarters since. The position peaked at $73K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Avion Wealth held 221 shares of Oracle worth $32K as of Q1 2026.
  • Avion Wealth sold 1 Oracle share in Q1 2026, an estimated $163.
  • Oracle made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #259 holding.
  • Avion Wealth first reported a position in Oracle in Q1 2020 and has held it in 20 quarters since.
  • Avion Wealth's Oracle position peaked at $73K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.