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AXS Investments’s Oracle ORCL Stock Holding History

AXS Investments’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 		$3.28M Sell
22,291
-205
-0.9% -$33.3K 1.32% 17
2025
Q4 		$4.38M Buy
22,496
+1,475
+7% +$351K 1.51% 11
2025
Q3 		$5.91M Sell
21,021
-2,478
-11% -$631K 1.86% 9
2025
Q2 		$5.14M Sell
23,499
-6,706
-22% -$1.08M 2.11% 11
2025
Q1 		$4.22M Sell
30,205
-709
-2% -$115K 1.17% 17
2024
Q4 		$5.15M Sell
30,914
-661
-2% -$117K 1.43% 11
2024
Q3 		$5.38M Sell
31,575
-7,226
-19% -$1.05M 1.43% 8
2024
Q2 		$5.48M Sell
38,801
-8,923
-19% -$1.11M 1.53% 10
2024
Q1 		$5.99M Buy
47,724
+2,080
+5% +$238K 1.44% 10
2023
Q4 		$4.81M Sell
45,644
-7,299
-14% -$797K 1.15% 12
2023
Q3 		$5.61M Buy
52,943
+6,574
+14% +$761K 1.45% 9
2023
Q2 		$5.52M Sell
46,369
-3,661
-7% -$379K 1.47% 11
2023
Q1 		$4.65M Sell
50,030
-5,131
-9% -$450K 1.54% 11
2022
Q4 		$4.51M Sell
55,161
-7,535
-12% -$573K 1.61% 11
2022
Q3 		$3.83M Sell
62,696
-3,420
-5% -$250K 1.49% 17
2022
Q2 		$4.62M Sell
66,116
-8,541
-11% -$625K 1.64% 13
2022
Q1 		$6.18M Sell
74,657
-10,355
-12% -$839K 2.46% 12
2021
Q4 		$7.41M Buy
+85,012
New +$7.98M 1.75% 14
2021
Q3 		– Sell
-90,699
Closed -$7.06M – 185
2021
Q2 		$7.06M Sell
90,699
-40,744
-31% -$3.19M 2.15% 11
2021
Q1 		$9.22M Buy
+131,443
New +$8.51M 3.28% 2

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

AXS Investments's ORCL Position: Q1 2026 in Review

AXS Investments reduced its Oracle (ORCL) stake by 0.91% in Q1 2026, selling an estimated $33.3K and leaving 22,291 shares worth $3.28M. The position accounts for 1.32% of the portfolio, ranked #17.

AXS Investments first reported a position in ORCL in Q1 2021 and has held it in 20 quarters since. The position peaked at $9.22M in Q1 2021. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • AXS Investments held 22,291 shares of Oracle worth $3.28M as of Q1 2026.
  • AXS Investments sold 205 Oracle shares in Q1 2026, an estimated $33.3K.
  • Oracle made up 1.32% of AXS Investments's portfolio in Q1 2026, its #17 holding.
  • AXS Investments first reported a position in Oracle in Q1 2021 and has held it in 20 quarters since.
  • AXS Investments's Oracle position peaked at $9.22M in Q1 2021.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.