Clifford Group’s Oracle ORCL Stock Holding History

Clifford Group’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	$327K	Buy	2,223 +36	+2%	+$5.85K	0.25%	54
2025 Q4	$426K	Hold	2,187	–	–	0.33%	45
2025 Q3	$615K	Hold	2,187	–	–	0.48%	30
2025 Q2	$478K	Hold	2,187	–	–	0.39%	39
2025 Q1	$306K	Sell	2,187 -2	-0.1%	-$326	0.29%	53
2024 Q4	$365K	Hold	2,189	–	–	0.28%	51
2024 Q3	$373K	Buy	2,189 +2	+0.1%	+$290	0.29%	54
2024 Q2	$309K	Hold	2,187	–	–	0.25%	58
2024 Q1	$275K	Hold	2,187	–	–	0.23%	64
2023 Q4	$231K	Hold	2,187	–	–	0.21%	69
2023 Q3	$232K	Hold	2,187	–	–	0.25%	66
2023 Q2	$260K	Hold	2,187	–	–	0.28%	61
2023 Q1	$203K	Buy	+2,187	New	+$192K	0.25%	65

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

Clifford Group's ORCL Position: Q1 2026 in Review

Clifford Group increased its Oracle (ORCL) stake by 1.6% in Q1 2026, buying an estimated $5.85K and bringing the position to 2,223 shares worth $327K. The position accounts for 0.25% of the portfolio, ranked #54.

Clifford Group first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $615K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Clifford Group held 2,223 shares of Oracle worth $327K as of Q1 2026.
Clifford Group bought 36 Oracle shares in Q1 2026, an estimated $5.85K.
Oracle made up 0.25% of Clifford Group's portfolio in Q1 2026, its #54 holding.
Clifford Group first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
Clifford Group's Oracle position peaked at $615K in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.