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Chancellor Financial Group WB’s Oracle ORCL Stock Holding History

Chancellor Financial Group WB’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 		– Sell
-1,642
Closed -$320K – 148
2025
Q4 		$320K Hold
1,642
– – 0.22% 92
2025
Q3 		$462K Sell
1,642
-400
-20% -$102K 0.33% 59
2025
Q2 		$446K Buy
2,042
+300
+17% +$48.4K 0.34% 62
2025
Q1 		$244K Buy
1,742
+510
+41% +$83K 0.2% 105
2024
Q4 		$205K Buy
+1,232
New +$219K 0.17% 122

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chancellor Financial Group WB's ORCL Position: Q1 2026 in Review

Chancellor Financial Group WB sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,642 shares — an estimated $320K sold.

Chancellor Financial Group WB first reported a position in ORCL in Q4 2024 and held it in 5 quarters. The position peaked at $462K in Q3 2025. 3,502 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Chancellor Financial Group WB reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Chancellor Financial Group WB sold 1,642 Oracle shares in Q1 2026, an estimated $320K.
  • Chancellor Financial Group WB first reported a position in Oracle in Q4 2024 and held it in 5 quarters.
  • Chancellor Financial Group WB's Oracle position peaked at $462K in Q3 2025.
  • 3,502 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.