CFA
ORCL icon

Cahill Financial Advisors’s Oracle ORCL Stock Holding History

Cahill Financial Advisors’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 		$599K Buy
4,073
+4
+0.1% +$650 0.06% 159
2025
Q4 		$793K Sell
4,069
-26
-0.6% -$6.19K 0.09% 146
2025
Q3 		$1.15M Buy
4,095
+1,059
+35% +$270K 0.13% 114
2025
Q2 		$664K Sell
3,036
-49
-2% -$7.91K 0.08% 144
2025
Q1 		$431K Buy
3,085
+54
+2% +$8.79K 0.06% 180
2024
Q4 		$505K Sell
3,031
-585
-16% -$104K 0.07% 161
2024
Q3 		$616K Buy
3,616
+342
+10% +$49.5K 0.08% 144
2024
Q2 		$462K Sell
3,274
-300
-8% -$37.3K 0.06% 179
2024
Q1 		$449K Buy
3,574
+256
+8% +$29.3K 0.06% 180
2023
Q4 		$350K Sell
3,318
-431
-11% -$47K 0.05% 188
2023
Q3 		$397K Sell
3,749
-26
-0.7% -$3.01K 0.07% 175
2023
Q2 		$450K Buy
3,775
+15
+0.4% +$1.55K 0.07% 170
2023
Q1 		$349K Sell
3,760
-99
-3% -$8.68K 0.06% 176
2022
Q4 		$315K Sell
3,859
-2,385
-38% -$181K 0.06% 180
2022
Q3 		$381K Sell
6,244
-658
-10% -$48.2K 0.08% 166
2022
Q2 		$482K Buy
6,902
+2,113
+44% +$155K 0.1% 155
2022
Q1 		$396K Sell
4,789
-250
-5% -$20.2K 0.07% 172
2021
Q4 		$439K Buy
5,039
+203
+4% +$19.1K 0.08% 167
2021
Q3 		$421K Buy
4,836
+69
+1% +$6.09K 0.09% 162
2021
Q2 		$371K Buy
+4,767
New +$373K 0.08% 162

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

Cahill Financial Advisors's ORCL Position: Q1 2026 in Review

Cahill Financial Advisors increased its Oracle (ORCL) stake by 0.1% in Q1 2026, buying an estimated $650 and bringing the position to 4,073 shares worth $599K. The position accounts for 0.06% of the portfolio, ranked #159.

Cahill Financial Advisors first reported a position in ORCL in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.15M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Cahill Financial Advisors held 4,073 shares of Oracle worth $599K as of Q1 2026.
  • Cahill Financial Advisors bought 4 Oracle shares in Q1 2026, an estimated $650.
  • Oracle made up 0.06% of Cahill Financial Advisors's portfolio in Q1 2026, its #159 holding.
  • Cahill Financial Advisors first reported a position in Oracle in Q2 2021 and has held it in 20 quarters since.
  • Cahill Financial Advisors's Oracle position peaked at $1.15M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.