CFS
ORCL icon

Coordinated Financial Services’s Oracle ORCL Stock Holding History

Coordinated Financial Services’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 		$222K Buy
1,508
+102
+7% +$16.6K 0.13% 165
2025
Q4 		$274K Buy
1,406
+195
+16% +$46.4K 0.16% 142
2025
Q3 		$341K Sell
1,211
-601
-33% -$153K 0.22% 117
2025
Q2 		$396K Sell
1,812
-94
-5% -$15.2K 0.27% 101
2025
Q1 		$266K Buy
1,906
+1
+0.1% +$163 0.2% 121
2024
Q4 		$317K Buy
+1,905
New +$338K 0.25% 107
2024
Q2 		$290K Sell
2,052
-99
-5% -$12.3K 0.25% 99
2024
Q1 		$270K Buy
+2,151
New +$246K 0.24% 102

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

Coordinated Financial Services's ORCL Position: Q1 2026 in Review

Coordinated Financial Services increased its Oracle (ORCL) stake by 7.3% in Q1 2026, buying an estimated $16.6K and bringing the position to 1,508 shares worth $222K. The position accounts for 0.13% of the portfolio, ranked #165.

Coordinated Financial Services first reported a position in ORCL in Q1 2024 and has held it in 8 quarters since. The position peaked at $396K in Q2 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Coordinated Financial Services held 1,508 shares of Oracle worth $222K as of Q1 2026.
  • Coordinated Financial Services bought 102 Oracle shares in Q1 2026, an estimated $16.6K.
  • Oracle made up 0.13% of Coordinated Financial Services's portfolio in Q1 2026, its #165 holding.
  • Coordinated Financial Services first reported a position in Oracle in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Oracle position peaked at $396K in Q2 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.