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Collier Financial’s Oracle ORCL Stock Holding History

Collier 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 		$20.2K Buy
137
+1
+0.7% +$163 0.02% 102
2025
Q4 		$26.7K Sell
136
-1
-0.7% -$238 0.02% 97
2025
Q3 		$38.4K Buy
+137
New +$34.9K 0.03% 85
2025
Q1 		$19K Buy
136
+1
+0.7% +$163 0.02% 96
2024
Q4 		$22.6K Buy
+135
New +$24K 0.02% 86

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

Collier Financial's ORCL Position: Q1 2026 in Review

Collier Financial increased its Oracle (ORCL) stake by 0.74% in Q1 2026, buying an estimated $163 and bringing the position to 137 shares worth $20.2K. The position accounts for 0.02% of the portfolio, ranked #102.

Collier Financial first reported a position in ORCL in Q4 2024 and has held it in 5 quarters since. The position peaked at $38.4K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Collier Financial held 137 shares of Oracle worth $20.2K as of Q1 2026.
  • Collier Financial bought 1 Oracle share in Q1 2026, an estimated $163.
  • Oracle made up 0.02% of Collier Financial's portfolio in Q1 2026, its #102 holding.
  • Collier Financial first reported a position in Oracle in Q4 2024 and has held it in 5 quarters since.
  • Collier Financial's Oracle position peaked at $38.4K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.