Covestor’s Oracle ORCL Stock Holding History

Covestor’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
2022 Q3	–	Sell	-1	Closed	-$7K	–	2410
2022 Q2	$7K	Buy	+1	New	+$73	0.01%	1324

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

Covestor's ORCL Position: Q1 2026 in Review

Covestor reduced its Oracle (ORCL) stake by 17% in Q1 2026, selling an estimated $30.1K and leaving 908 shares worth $134K. The position accounts for 0.09% of the portfolio, ranked #181.

Covestor first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $326K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Covestor held 908 shares of Oracle worth $134K as of Q1 2026.
Covestor sold 185 Oracle shares in Q1 2026, an estimated $30.1K.
Oracle made up 0.09% of Covestor's portfolio in Q1 2026, its #181 holding.
Covestor first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
Covestor's Oracle position peaked at $326K in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.