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Carson Advisory’s Oracle ORCL Stock Holding History

Carson Advisory’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 		$270K Buy
1,833
+90
+5% +$14.6K 0.14% 148
2025
Q4 		$340K Buy
1,743
+957
+122% +$228K 0.18% 114
2025
Q3 		$221K Sell
786
-232
-23% -$59.1K 0.12% 163
2025
Q2 		$223K Sell
1,018
-455
-31% -$73.5K 0.14% 158
2025
Q1 		$206K Sell
1,473
-165
-10% -$26.9K 0.14% 155
2024
Q4 		$273K Sell
1,638
-30
-2% -$5.33K 0.19% 128
2024
Q3 		$284K Sell
1,668
-200
-11% -$29K 0.18% 133
2024
Q2 		$264K Sell
1,868
-107
-5% -$13.3K 0.19% 131
2024
Q1 		$248K Hold
1,975
– – 0.17% 135
2023
Q4 		$208K Buy
+1,975
New +$216K 0.16% 144
2023
Q1 		– Sell
-2,829
Closed -$231K – 155
2022
Q4 		$231K Buy
+2,829
New +$215K 0.22% 113

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

Carson Advisory's ORCL Position: Q1 2026 in Review

Carson Advisory increased its Oracle (ORCL) stake by 5.2% in Q1 2026, buying an estimated $14.6K and bringing the position to 1,833 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #148.

Carson Advisory first reported a position in ORCL in Q4 2022 and has held it in 11 quarters since. The position peaked at $340K in Q4 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Carson Advisory held 1,833 shares of Oracle worth $270K as of Q1 2026.
  • Carson Advisory bought 90 Oracle shares in Q1 2026, an estimated $14.6K.
  • Oracle made up 0.14% of Carson Advisory's portfolio in Q1 2026, its #148 holding.
  • Carson Advisory first reported a position in Oracle in Q4 2022 and has held it in 11 quarters since.
  • Carson Advisory's Oracle position peaked at $340K in Q4 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.