Cerity Partners’s Oracle ORCL Stock Holding History

Cerity Partners’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	$221K	Buy	+1,500	New	+$244K	﹤0.01%	2820

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

Cerity Partners's ORCL Position: Q1 2026 in Review

Cerity Partners reduced its Oracle (ORCL) stake by 1% in Q1 2026, selling an estimated $2M and leaving 1,171,690 shares worth $172M. The position accounts for 0.24% of the portfolio, ranked #81.

Cerity Partners first reported a position in ORCL in Q1 2017 and has held it in 36 quarters since. The position peaked at $300M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Cerity Partners held 1,171,690 shares of Oracle worth $172M as of Q1 2026.
Cerity Partners sold 12,301 Oracle shares in Q1 2026, an estimated $2M.
Oracle made up 0.24% of Cerity Partners's portfolio in Q1 2026, its #81 holding.
Cerity Partners first reported a position in Oracle in Q1 2017 and has held it in 36 quarters since.
Cerity Partners's Oracle position peaked at $300M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.