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Costello Asset Management’s Oracle ORCL Stock Holding History

Costello Asset Management’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 		$493K Buy
3,349
+2
+0.1% +$325 0.17% 68
2025
Q4 		$652K Sell
3,347
-33
-1% -$7.86K 0.22% 54
2025
Q3 		$951K Buy
3,380
+87
+3% +$22.2K 0.32% 46
2025
Q2 		$720K Buy
3,293
+35
+1% +$5.65K 0.27% 51
2025
Q1 		$455K Buy
+3,258
New +$530K 0.18% 61

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

Costello Asset Management's ORCL Position: Q1 2026 in Review

Costello Asset Management increased its Oracle (ORCL) stake by 0.06% in Q1 2026, buying an estimated $325 and bringing the position to 3,349 shares worth $493K. The position accounts for 0.17% of the portfolio, ranked #68.

Costello Asset Management first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $951K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Costello Asset Management held 3,349 shares of Oracle worth $493K as of Q1 2026.
  • Costello Asset Management bought 2 Oracle shares in Q1 2026, an estimated $325.
  • Oracle made up 0.17% of Costello Asset Management's portfolio in Q1 2026, its #68 holding.
  • Costello Asset Management first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's Oracle position peaked at $951K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.