Concurrent Investment Advisors’s Oracle ORCL Stock Holding History

Concurrent Investment 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	$23.6M	Sell	160,097 -5,533	-3%	-$899K	0.26%	80
2025 Q4	$32.3M	Buy	165,630 +57,290	+53%	+$13.6M	0.37%	54
2025 Q3	$30.5M	Buy	108,340 +4,174	+4%	+$1.06M	0.52%	36
2025 Q2	$22.8M	Sell	104,166 -10,507	-9%	-$1.7M	0.44%	45
2025 Q1	$16M	Buy	114,673 +14,579	+15%	+$2.37M	0.39%	49
2024 Q4	$16.7M	Buy	100,094 +11,570	+13%	+$2.06M	0.45%	45
2024 Q3	$15.1M	Buy	88,524 +5,102	+6%	+$739K	0.45%	46
2024 Q2	$11.8M	Buy	83,422 +24,915	+43%	+$3.09M	0.39%	54
2024 Q1	$7.35M	Buy	58,507 +14,240	+32%	+$1.63M	0.3%	78
2023 Q4	$4.67M	Buy	+44,267	New	+$4.83M	0.22%	102

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

Concurrent Investment Advisors's ORCL Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Oracle (ORCL) stake by 3.3% in Q1 2026, selling an estimated $899K and leaving 160,097 shares worth $23.6M. The position accounts for 0.26% of the portfolio, ranked #80.

Concurrent Investment Advisors first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.3M in Q4 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Concurrent Investment Advisors held 160,097 shares of Oracle worth $23.6M as of Q1 2026.
Concurrent Investment Advisors sold 5,533 Oracle shares in Q1 2026, an estimated $899K.
Oracle made up 0.26% of Concurrent Investment Advisors's portfolio in Q1 2026, its #80 holding.
Concurrent Investment Advisors first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Oracle position peaked at $32.3M in Q4 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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