Clear Investment Research’s Oracle ORCL Stock Holding History

Clear Investment Research’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	$57.5K	Buy	+391	New	+$63.6K	0.09%	103
2025 Q4	–	Sell	-294	Closed	-$82.7K	–	174
2025 Q3	$82.7K	Hold	294	–	–	0.11%	96
2025 Q2	$64.3K	Hold	294	–	–	0.08%	101
2025 Q1	$41.1K	Hold	294	–	–	0.05%	116
2024 Q4	$49K	Hold	294	–	–	0.06%	106
2024 Q3	$50.1K	Hold	294	–	–	0.07%	105
2024 Q2	$41.5K	Hold	294	–	–	0.05%	107
2024 Q1	$36.9K	Sell	294 -60	-17%	-$6.87K	0.05%	117
2023 Q4	$37.3K	Buy	354 +60	+20%	+$6.55K	0.05%	123
2023 Q3	$31.1K	Hold	294	–	–	0.05%	104
2023 Q2	$35K	Sell	294 -6	-2%	-$620	0.06%	100
2023 Q1	$27.9K	Hold	300	–	–	0.05%	101
2022 Q4	$25K	Buy	+300	New	+$22.8K	0.05%	98
2019 Q4	–	Sell	-23	Closed	-$1K	–	298
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	187
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	185
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	181
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	171
2018 Q3	$1K	Buy	+23	New	+$1.12K	﹤0.01%	180

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Investment Research's ORCL Position: Q1 2026 in Review

Clear Investment Research opened a new position in Oracle (ORCL) in Q1 2026: 391 shares worth $57.5K. The stake represents 0.09% of the portfolio and ranks #103 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in ORCL as recently as Q3 2025.

Clear Investment Research first reported a position in ORCL in Q3 2018 and has held it in 18 quarters since. The position peaked at $82.7K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Clear Investment Research held 391 shares of Oracle worth $57.5K as of Q1 2026.
Oracle was a new Clear Investment Research position in Q1 2026.
Oracle made up 0.09% of Clear Investment Research's portfolio in Q1 2026, its #103 holding.
Clear Investment Research first reported a position in Oracle in Q3 2018 and has held it in 18 quarters since.
Clear Investment Research's Oracle position peaked at $82.7K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.