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Callan Family Office’s Oracle ORCL Stock Holding History

Callan Family Office’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 		$11.5M Sell
78,127
-2,450
-3% -$398K 0.26% 77
2025
Q4 		$15.7M Buy
80,577
+23,353
+41% +$5.56M 0.34% 52
2025
Q3 		$16.1M Buy
57,224
+13,318
+30% +$3.39M 0.51% 33
2025
Q2 		$9.6M Buy
43,906
+21,247
+94% +$3.43M 0.3% 65
2025
Q1 		$3.17M Sell
22,659
-2,834
-11% -$461K 0.24% 92
2024
Q4 		$4.25M Buy
25,493
+20,984
+465% +$3.73M 0.27% 70
2024
Q3 		$768K Buy
4,509
+1,250
+38% +$181K 0.13% 81
2024
Q2 		$460K Buy
3,259
+597
+22% +$74.1K 0.09% 92
2024
Q1 		$334K Sell
2,662
-83
-3% -$9.5K 0.08% 73
2023
Q4 		$289K Buy
2,745
+83
+3% +$9.06K 0.07% 78
2023
Q3 		$282K Sell
2,662
-242
-8% -$28K 0.08% 73
2023
Q2 		$346K Sell
2,904
-17
-0.6% -$1.76K 0.09% 80
2023
Q1 		$271K Buy
+2,921
New +$256K 0.07% 137

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

Callan Family Office's ORCL Position: Q1 2026 in Review

Callan Family Office reduced its Oracle (ORCL) stake by 3% in Q1 2026, selling an estimated $398K and leaving 78,127 shares worth $11.5M. The position accounts for 0.26% of the portfolio, ranked #77.

Callan Family Office first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.1M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Callan Family Office held 78,127 shares of Oracle worth $11.5M as of Q1 2026.
  • Callan Family Office sold 2,450 Oracle shares in Q1 2026, an estimated $398K.
  • Oracle made up 0.26% of Callan Family Office's portfolio in Q1 2026, its #77 holding.
  • Callan Family Office first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
  • Callan Family Office's Oracle position peaked at $16.1M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.