CBIZ Investment Advisory Services’s Oracle ORCL Stock Holding History

CBIZ Investment 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	$105K	Sell	711 -466	-40%	-$75.7K	﹤0.01%	59
2025 Q4	$229K	Buy	1,177 +584	+98%	+$139K	0.01%	51
2025 Q3	$167K	Buy	593 +28	+5%	+$7.13K	0.01%	55
2025 Q2	$123K	Sell	565 -155	-22%	-$25K	0.01%	63
2025 Q1	$101K	Buy	720 +119	+20%	+$19.4K	﹤0.01%	78
2024 Q4	$100K	Buy	601 +20	+3%	+$3.55K	0.01%	74
2024 Q3	$99.1K	Buy	581 +109	+23%	+$15.8K	0.01%	72
2024 Q2	$66.6K	Hold	472	–	–	﹤0.01%	93
2024 Q1	$59.2K	Buy	+472	New	+$54K	﹤0.01%	91
2020 Q1	–	Hold	0	–	–	–	99

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBIZ Investment Advisory Services's ORCL Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Oracle (ORCL) stake by 40% in Q1 2026, selling an estimated $75.7K and leaving 711 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #59.

CBIZ Investment Advisory Services first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $229K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

CBIZ Investment Advisory Services held 711 shares of Oracle worth $105K as of Q1 2026.
CBIZ Investment Advisory Services sold 466 Oracle shares in Q1 2026, an estimated $75.7K.
Oracle made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #59 holding.
CBIZ Investment Advisory Services first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Oracle position peaked at $229K in Q4 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.