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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
2025
Q4 		– Sell
-100
Closed -$28.1K – 1834
2025
Q3 		$28.1K Hold
100
– – ﹤0.01% 1463
2025
Q2 		$21.9K Buy
+100
New +$16.1K ﹤0.01% 1377

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

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.