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Curtis Advisory Group’s Oracle ORCL Stock Holding History

Curtis Advisory Group’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 		$1.02M Buy
6,900
+1,000
+17% +$163K 0.22% 66
2025
Q4 		$1.15M Buy
5,900
+5,000
+556% +$1.19M 0.24% 59
2025
Q3 		$253K Sell
900
-30
-3% -$7.64K 0.06% 98
2025
Q2 		$203K Buy
+930
New +$150K 0.05% 104

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

Curtis Advisory Group's ORCL Position: Q1 2026 in Review

Curtis Advisory Group increased its Oracle (ORCL) stake by 17% in Q1 2026, buying an estimated $163K and bringing the position to 6,900 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #66.

Curtis Advisory Group first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Curtis Advisory Group held 6,900 shares of Oracle worth $1.02M as of Q1 2026.
  • Curtis Advisory Group bought 1,000 Oracle shares in Q1 2026, an estimated $163K.
  • Oracle made up 0.22% of Curtis Advisory Group's portfolio in Q1 2026, its #66 holding.
  • Curtis Advisory Group first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Curtis Advisory Group's Oracle position peaked at $1.15M in Q4 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.