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Aviso Financial’s Oracle ORCL Stock Holding History

Aviso Financial’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 		$3.03M Buy
20,587
+2,422
+13% +$394K 0.11% 88
2025
Q4 		$3.54M Buy
18,165
+12,589
+226% +$3M 0.13% 80
2025
Q3 		$1.57M Sell
5,576
-4,298
-44% -$1.09M 0.06% 118
2025
Q2 		$2.16M Buy
9,874
+1,985
+25% +$321K 0.1% 102
2025
Q1 		$1.1M Sell
7,889
-442
-5% -$72K 0.05% 139
2024
Q4 		$1.39M Sell
8,331
-898
-10% -$160K 0.07% 122
2024
Q3 		$1.57M Sell
9,229
-487
-5% -$70.5K 0.08% 107
2024
Q2 		$1.37M Buy
+9,716
New +$1.21M 0.08% 106

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

Aviso Financial's ORCL Position: Q1 2026 in Review

Aviso Financial increased its Oracle (ORCL) stake by 13% in Q1 2026, buying an estimated $394K and bringing the position to 20,587 shares worth $3.03M. The position accounts for 0.11% of the portfolio, ranked #88.

Aviso Financial first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.54M in Q4 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Aviso Financial held 20,587 shares of Oracle worth $3.03M as of Q1 2026.
  • Aviso Financial bought 2,422 Oracle shares in Q1 2026, an estimated $394K.
  • Oracle made up 0.11% of Aviso Financial's portfolio in Q1 2026, its #88 holding.
  • Aviso Financial first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Oracle position peaked at $3.54M in Q4 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.