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Claro Advisors’s Oracle ORCL Stock Holding History

Claro Advisors’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 		$1.61M Sell
10,957
-468
-4% -$76.1K 0.19% 93
2025
Q4 		$2.23M Buy
11,425
+1,920
+20% +$457K 0.3% 68
2025
Q3 		$2.67M Sell
9,505
-638
-6% -$162K 0.39% 54
2025
Q2 		$2.22M Sell
10,143
-6,932
-41% -$1.12M 0.37% 59
2025
Q1 		$2.39M Buy
17,075
+2,138
+14% +$348K 0.32% 59
2024
Q4 		$2.49M Sell
14,937
-6,542
-30% -$1.16M 0.34% 53
2024
Q3 		$3.66M Buy
21,479
+4,244
+25% +$615K 0.47% 42
2024
Q2 		$2.43M Buy
17,235
+426
+3% +$52.9K 0.38% 50
2024
Q1 		$2.11M Buy
16,809
+1,275
+8% +$146K 0.37% 50
2023
Q4 		$1.64M Buy
15,534
+47
+0.3% +$5.13K 0.35% 51
2023
Q3 		$1.64M Buy
15,487
+1,714
+12% +$198K 0.41% 50
2023
Q2 		$1.64M Sell
13,773
-551
-4% -$57K 0.41% 48
2023
Q1 		$1.33M Buy
14,324
+1,232
+9% +$108K 0.39% 57
2022
Q4 		$1.07M Buy
13,092
+4,955
+61% +$377K 0.35% 73
2022
Q3 		$569K Hold
8,137
– – 0.23% 114
2022
Q2 		$569K Buy
8,137
+2,873
+55% +$210K 0.23% 114
2022
Q1 		$459K Hold
5,264
– – 0.17% 148
2021
Q4 		$459K Sell
5,264
-94
-2% -$8.83K 0.17% 148
2021
Q3 		$467K Buy
5,358
+334
+7% +$29.5K 0.2% 139
2021
Q2 		$391K Buy
5,024
+124
+3% +$9.71K 0.18% 148
2021
Q1 		$344K Buy
4,900
+659
+16% +$42.7K 0.17% 145
2020
Q4 		$274K Sell
4,241
-407
-9% -$24.2K 0.15% 162
2020
Q3 		$277K Buy
4,648
+345
+8% +$19.6K 0.18% 148
2020
Q2 		$238K Buy
+4,303
New +$228K 0.16% 156
2019
Q1 		– Sell
-3,215
Closed -$166K – 704
2018
Q4 		$166K Buy
+3,215
New +$154K 0.13% 154

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

Claro Advisors's ORCL Position: Q1 2026 in Review

Claro Advisors reduced its Oracle (ORCL) stake by 4.1% in Q1 2026, selling an estimated $76.1K and leaving 10,957 shares worth $1.61M. The position accounts for 0.19% of the portfolio, ranked #93.

Claro Advisors first reported a position in ORCL in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.66M in Q3 2024. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Claro Advisors held 10,957 shares of Oracle worth $1.61M as of Q1 2026.
  • Claro Advisors sold 468 Oracle shares in Q1 2026, an estimated $76.1K.
  • Oracle made up 0.19% of Claro Advisors's portfolio in Q1 2026, its #93 holding.
  • Claro Advisors first reported a position in Oracle in Q4 2018 and has held it in 25 quarters since.
  • Claro Advisors's Oracle position peaked at $3.66M in Q3 2024.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.