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Breakthru Advisory Services’s Oracle ORCL Stock Holding History

Breakthru Advisory Services’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 		$291K Sell
1,975
-31
-2% -$5.04K 0.47% 40
2025
Q4 		$391K Buy
2,006
+14
+0.7% +$3.33K 0.25% 42
2025
Q3 		$560K Buy
+1,992
New +$507K 0.37% 32
2025
Q1 		– Sell
-1,920
Closed -$320K – 42
2024
Q4 		$320K Buy
+1,920
New +$341K 0.29% 40

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

Breakthru Advisory Services's ORCL Position: Q1 2026 in Review

Breakthru Advisory Services reduced its Oracle (ORCL) stake by 1.5% in Q1 2026, selling an estimated $5.04K and leaving 1,975 shares worth $291K. The position accounts for 0.47% of the portfolio, ranked #40.

Breakthru Advisory Services first reported a position in ORCL in Q4 2024 and has held it in 4 quarters since. The position peaked at $560K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Breakthru Advisory Services held 1,975 shares of Oracle worth $291K as of Q1 2026.
  • Breakthru Advisory Services sold 31 Oracle shares in Q1 2026, an estimated $5.04K.
  • Oracle made up 0.47% of Breakthru Advisory Services's portfolio in Q1 2026, its #40 holding.
  • Breakthru Advisory Services first reported a position in Oracle in Q4 2024 and has held it in 4 quarters since.
  • Breakthru Advisory Services's Oracle position peaked at $560K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.