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Aviso Wealth Management’s Oracle ORCL Stock Holding History

Aviso Wealth Management’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 		$993K Buy
6,750
+519
+8% +$84.4K 0.45% 51
2025
Q4 		$1.21M Buy
6,231
+763
+14% +$182K 0.51% 47
2025
Q3 		$1.54M Sell
5,468
-49
-0.9% -$12.5K 0.67% 36
2025
Q2 		$1.21M Buy
5,517
+1,098
+25% +$177K 0.56% 44
2025
Q1 		$618K Buy
4,419
+64
+1% +$10.4K 0.33% 80
2024
Q4 		$726K Buy
4,355
+833
+24% +$148K 0.37% 71
2024
Q3 		$600K Buy
3,522
+147
+4% +$21.3K 0.33% 81
2024
Q2 		$476K Buy
3,375
+235
+7% +$29.2K 0.28% 81
2024
Q1 		$394K Buy
3,140
+464
+17% +$53.1K 0.25% 95
2023
Q4 		$282K Buy
+2,676
New +$292K 0.2% 110

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 Wealth Management's ORCL Position: Q1 2026 in Review

Aviso Wealth Management increased its Oracle (ORCL) stake by 8.3% in Q1 2026, buying an estimated $84.4K and bringing the position to 6,750 shares worth $993K. The position accounts for 0.45% of the portfolio, ranked #51.

Aviso Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.54M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Aviso Wealth Management held 6,750 shares of Oracle worth $993K as of Q1 2026.
  • Aviso Wealth Management bought 519 Oracle shares in Q1 2026, an estimated $84.4K.
  • Oracle made up 0.45% of Aviso Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Aviso Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Oracle position peaked at $1.54M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.