Cetera Investment Advisers
ORCL icon

Cetera Investment Advisers’s Oracle ORCL Stock Holding History

Cetera Investment Advisers’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 		$116M Buy
787,215
+56,203
+8% +$9.14M 0.12% 152
2025
Q4 		$142M Buy
731,012
+52,410
+8% +$12.5M 0.16% 115
2025
Q3 		$191M Buy
678,602
+206,040
+44% +$52.5M 0.22% 85
2025
Q2 		$103M Buy
472,562
+4,496
+1% +$726K 0.17% 111
2025
Q1 		$65.4M Buy
468,066
+40,181
+9% +$6.54M 0.13% 163
2024
Q4 		$71.3M Buy
427,885
+20,816
+5% +$3.7M 0.15% 138
2024
Q3 		$69.4M Buy
407,069
+16,726
+4% +$2.42M 0.15% 140
2024
Q2 		$55.1M Buy
390,343
+589
+0.2% +$73.1K 0.13% 151
2024
Q1 		$49M Buy
389,754
+251,767
+182% +$28.8M 0.12% 170
2023
Q4 		$14.5M Buy
137,987
+25,807
+23% +$2.82M 0.12% 165
2023
Q3 		$11.9M Buy
112,180
+1,518
+1% +$176K 0.1% 180
2023
Q2 		$13.2M Buy
110,662
+3,953
+4% +$409K 0.11% 168
2023
Q1 		$9.92M Buy
106,709
+4,282
+4% +$375K 0.09% 218
2022
Q4 		$8.37M Buy
102,427
+32,033
+46% +$2.43M 0.08% 246
2022
Q3 		$4.3M Sell
70,394
-20,376
-22% -$1.49M 0.09% 245
2022
Q2 		$6.34M Sell
90,770
-1,828
-2% -$134K 0.1% 216
2022
Q1 		$7.66M Sell
92,598
-1,860
-2% -$151K 0.11% 202
2021
Q4 		$8.24M Buy
94,458
+2,620
+3% +$246K 0.12% 187
2021
Q3 		$8M Buy
91,838
+5,440
+6% +$481K 0.13% 180
2021
Q2 		$6.72M Buy
86,398
+2,350
+3% +$184K 0.11% 200
2021
Q1 		$5.9M Buy
84,048
+10,864
+15% +$703K 0.12% 194
2020
Q4 		$4.73M Buy
73,184
+57,469
+366% +$3.42M 0.09% 237
2020
Q3 		$938K Sell
15,715
-356
-2% -$20.2K 0.08% 270
2020
Q2 		$888K Buy
16,071
+491
+3% +$26K 0.08% 257
2020
Q1 		$753K Sell
15,580
-1,958
-11% -$101K 0.09% 233
2019
Q4 		$922K Buy
17,538
+108
+0.6% +$5.95K 0.09% 226
2019
Q3 		$962K Buy
17,430
+240
+1% +$13.3K 0.12% 194
2019
Q2 		$981K Sell
17,190
-6,159
-26% -$333K 0.13% 180
2019
Q1 		$1.25M Sell
23,349
-1,757
-7% -$89.5K 0.18% 134
2018
Q4 		$1.13M Sell
25,106
-949
-4% -$45.5K 0.18% 135
2018
Q3 		$1.34M Sell
26,055
-3,755
-13% -$182K 0.19% 129
2018
Q2 		$1.31M Buy
29,810
+2,374
+9% +$109K 0.23% 116
2018
Q1 		$1.26M Sell
27,436
-420
-2% -$20.9K 0.24% 119
2017
Q4 		$1.32M Buy
27,856
+6,158
+28% +$302K 0.24% 111
2017
Q3 		$1.05M Sell
21,698
-116
-0.5% -$5.77K 0.23% 112
2017
Q2 		$1.09M Buy
21,814
+1,393
+7% +$63.5K 0.27% 104
2017
Q1 		$906K Buy
20,421
+6,370
+45% +$265K 0.25% 115
2016
Q4 		$539K Buy
14,051
+1,798
+15% +$70.3K 0.18% 154
2016
Q3 		$481K Sell
12,253
-5,232
-30% -$213K 0.21% 133
2016
Q2 		$719K Sell
17,485
-240
-1% -$9.58K 0.28% 111
2016
Q1 		$729K Buy
17,725
+251
+1% +$9.29K 0.32% 94
2015
Q4 		$640K Buy
+17,474
New +$667K 0.29% 105

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

Cetera Investment Advisers's ORCL Position: Q1 2026 in Review

Cetera Investment Advisers increased its Oracle (ORCL) stake by 7.7% in Q1 2026, buying an estimated $9.14M and bringing the position to 787,215 shares worth $116M. The position accounts for 0.12% of the portfolio, ranked #152.

Cetera Investment Advisers first reported a position in ORCL in Q4 2015 and has held it in 42 quarters since. The position peaked at $191M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Cetera Investment Advisers held 787,215 shares of Oracle worth $116M as of Q1 2026.
  • Cetera Investment Advisers bought 56,203 Oracle shares in Q1 2026, an estimated $9.14M.
  • Oracle made up 0.12% of Cetera Investment Advisers's portfolio in Q1 2026, its #152 holding.
  • Cetera Investment Advisers first reported a position in Oracle in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's Oracle position peaked at $191M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.