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Clearstead Trust’s Oracle ORCL Stock Holding History

Clearstead Trust’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 		$206K Buy
1,398
+46
+3% +$7.48K 0.03% 185
2025
Q4 		$264K Buy
1,352
+135
+11% +$32.1K 0.04% 162
2025
Q3 		$342K Sell
1,217
-663
-35% -$169K 0.06% 136
2025
Q2 		$411K Buy
1,880
+1,410
+300% +$228K 0.08% 120
2025
Q1 		$65.7K Buy
+470
New +$76.5K 0.01% 249
2024
Q4 		– Sell
-8
Closed -$1.36K – 436
2024
Q3 		$1.36K Buy
+8
New +$1.16K ﹤0.01% 397
2024
Q2 		– Sell
-268
Closed -$33.7K – 441
2024
Q1 		$33.7K Hold
268
– – 0.01% 272
2023
Q4 		$28.3K Sell
268
-125
-32% -$13.6K 0.01% 269
2023
Q3 		$41.6K Hold
393
– – 0.01% 231
2023
Q2 		$46.8K Hold
393
– – 0.02% 215
2023
Q1 		$36.5K Hold
393
– – 0.01% 229
2022
Q4 		$32K Hold
393
– – 0.01% 252
2022
Q3 		$24K Buy
+393
New +$28.8K 0.01% 247
2019
Q1 		– Sell
-202
Closed -$9K – 224
2018
Q4 		$9K Buy
+202
New +$9.68K 0.01% 190

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

Clearstead Trust's ORCL Position: Q1 2026 in Review

Clearstead Trust increased its Oracle (ORCL) stake by 3.4% in Q1 2026, buying an estimated $7.48K and bringing the position to 1,398 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #185.

Clearstead Trust first reported a position in ORCL in Q4 2018 and has held it in 14 quarters since. The position peaked at $411K in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Clearstead Trust held 1,398 shares of Oracle worth $206K as of Q1 2026.
  • Clearstead Trust bought 46 Oracle shares in Q1 2026, an estimated $7.48K.
  • Oracle made up 0.03% of Clearstead Trust's portfolio in Q1 2026, its #185 holding.
  • Clearstead Trust first reported a position in Oracle in Q4 2018 and has held it in 14 quarters since.
  • Clearstead Trust's Oracle position peaked at $411K in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.