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Cladis Investment Advisory’s Oracle ORCL Stock Holding History

Cladis Investment 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 		$1.88M Buy
12,780
+6,206
+94% +$1.01M 1.03% 24
2025
Q4 		$1.28M Buy
+6,574
New +$1.57M 0.7% 48
2024
Q4 		– Sell
-1,178
Closed -$201K – 138
2024
Q3 		$201K Buy
+1,178
New +$171K 0.14% 127

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

Cladis Investment Advisory's ORCL Position: Q1 2026 in Review

Cladis Investment Advisory increased its Oracle (ORCL) stake by 94% in Q1 2026, buying an estimated $1.01M and bringing the position to 12,780 shares worth $1.88M. The position accounts for 1.03% of the portfolio, ranked #24.

Cladis Investment Advisory first reported a position in ORCL in Q3 2024 and has held it in 3 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Cladis Investment Advisory held 12,780 shares of Oracle worth $1.88M as of Q1 2026.
  • Cladis Investment Advisory bought 6,206 Oracle shares in Q1 2026, an estimated $1.01M.
  • Oracle made up 1.03% of Cladis Investment Advisory's portfolio in Q1 2026, its #24 holding.
  • Cladis Investment Advisory first reported a position in Oracle in Q3 2024 and has held it in 3 quarters since.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.