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Custom Index Systems’s Oracle ORCL Stock Holding History

Custom Index Systems’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 		$302K Sell
2,052
-1,709
-45% -$278K 0.13% 200
2025
Q4 		$733K Sell
3,761
-1,845
-33% -$439K 0.32% 93
2025
Q3 		$1.58M Buy
5,606
+2,461
+78% +$627K 0.47% 58
2025
Q2 		$688K Sell
3,145
-229
-7% -$37K 0.33% 89
2025
Q1 		$472K Buy
3,374
+538
+19% +$87.6K 0.24% 128
2024
Q4 		$473K Sell
2,836
-24
-0.8% -$4.26K 0.25% 107
2024
Q3 		$487K Buy
+2,860
New +$414K 0.26% 115

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

Custom Index Systems's ORCL Position: Q1 2026 in Review

Custom Index Systems reduced its Oracle (ORCL) stake by 45% in Q1 2026, selling an estimated $278K and leaving 2,052 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #200.

Custom Index Systems first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Custom Index Systems held 2,052 shares of Oracle worth $302K as of Q1 2026.
  • Custom Index Systems sold 1,709 Oracle shares in Q1 2026, an estimated $278K.
  • Oracle made up 0.13% of Custom Index Systems's portfolio in Q1 2026, its #200 holding.
  • Custom Index Systems first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Custom Index Systems's Oracle position peaked at $1.58M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.