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Bruce G. Allen Investments’s Oracle ORCL Stock Holding History

Bruce G. Allen 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 		$82.7K Sell
562
-28
-5% -$4.55K 0.05% 181
2025
Q4 		$115K Sell
590
-475
-45% -$113K 0.08% 139
2025
Q3 		$300K Buy
1,065
+17
+2% +$4.33K 0.21% 55
2025
Q2 		$229K Buy
1,048
+283
+37% +$45.7K 0.17% 67
2025
Q1 		$107K Sell
765
-128
-14% -$20.8K 0.08% 130
2024
Q4 		$149K Sell
893
-437
-33% -$77.6K 0.12% 103
2024
Q3 		$227K Sell
1,330
-27
-2% -$3.91K 0.18% 69
2024
Q2 		$192K Buy
1,357
+697
+106% +$86.6K 0.16% 74
2024
Q1 		$82.9K Sell
660
-78
-11% -$8.93K 0.07% 178
2023
Q4 		$77.8K Buy
+738
New +$80.5K 0.07% 178

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

Bruce G. Allen Investments's ORCL Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Oracle (ORCL) stake by 4.7% in Q1 2026, selling an estimated $4.55K and leaving 562 shares worth $82.7K. The position accounts for 0.05% of the portfolio, ranked #181.

Bruce G. Allen Investments first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $300K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Bruce G. Allen Investments held 562 shares of Oracle worth $82.7K as of Q1 2026.
  • Bruce G. Allen Investments sold 28 Oracle shares in Q1 2026, an estimated $4.55K.
  • Oracle made up 0.05% of Bruce G. Allen Investments's portfolio in Q1 2026, its #181 holding.
  • Bruce G. Allen Investments first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Oracle position peaked at $300K in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.