CF
ORCL icon

Claris Financial’s Oracle ORCL Stock Holding History

Claris Financial’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
-1,560
Closed -$304K – 186
2025
Q4 		$304K Buy
1,560
+379
+32% +$90.2K 0.16% 128
2025
Q3 		$332K Buy
1,181
+1
+0.1% +$255 0.19% 110
2025
Q2 		$258K Sell
1,180
-927
-44% -$150K 0.19% 116
2025
Q1 		$351K Hold
2,107
– – 0.23% 100
2024
Q4 		$351K Buy
+2,107
New +$374K 0.23% 100

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

Claris Financial's ORCL Position: Q1 2026 in Review

Claris Financial sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,560 shares — an estimated $304K sold.

Claris Financial first reported a position in ORCL in Q4 2024 and held it in 5 quarters. The position peaked at $351K in Q1 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Claris Financial reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Claris Financial sold 1,560 Oracle shares in Q1 2026, an estimated $304K.
  • Claris Financial first reported a position in Oracle in Q4 2024 and held it in 5 quarters.
  • Claris Financial's Oracle position peaked at $351K in Q1 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.