CFO
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CVA Family Office’s Oracle ORCL Stock Holding History

CVA Family Office’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 		$1.39M Buy
9,437
+513
+6% +$83.4K 0.15% 91
2025
Q4 		$1.74M Sell
8,924
-263
-3% -$62.6K 0.2% 70
2025
Q3 		$2.58M Buy
9,187
+78
+0.9% +$19.9K 0.33% 56
2025
Q2 		$1.99M Buy
9,109
+61
+0.7% +$9.85K 0.28% 63
2025
Q1 		$1.27M Buy
9,048
+212
+2% +$34.5K 0.19% 83
2024
Q4 		$1.47M Buy
8,836
+1,257
+17% +$223K 0.23% 71
2024
Q3 		$1.29M Buy
7,579
+195
+3% +$28.2K 0.21% 76
2024
Q2 		$1.04M Buy
7,384
+168
+2% +$20.9K 0.19% 83
2024
Q1 		$906K Sell
7,216
-435
-6% -$49.8K 0.16% 91
2023
Q4 		$807K Sell
7,651
-298
-4% -$32.5K 0.16% 95
2023
Q3 		$842K Buy
7,949
+180
+2% +$20.8K 0.19% 87
2023
Q2 		$925K Buy
7,769
+453
+6% +$46.8K 0.19% 83
2023
Q1 		$680K Sell
7,316
-105
-1% -$9.21K 0.15% 101
2022
Q4 		$607K Buy
7,421
+10
+0.1% +$760 0.15% 103
2022
Q3 		$453K Buy
7,411
+3,725
+101% +$273K 0.12% 109
2022
Q2 		$258K Sell
3,686
-95
-3% -$6.95K 0.07% 144
2022
Q1 		$313K Buy
3,781
+105
+3% +$8.5K 0.07% 136
2021
Q4 		$321K Buy
3,676
+1,609
+78% +$151K 0.08% 127
2021
Q3 		$123K Sell
2,067
-1,609
-44% -$142K 0.09% 109
2021
Q2 		$286K Buy
3,676
+649
+21% +$50.8K 0.08% 127
2021
Q1 		$212K Buy
3,027
+960
+46% +$62.2K 0.08% 115
2020
Q4 		$134K Hold
2,067
– – 0.08% 110
2020
Q3 		$123K Hold
2,067
– – 0.09% 109
2020
Q2 		$114K Buy
2,067
+450
+28% +$23.8K 0.09% 105
2020
Q1 		$78K Buy
+1,617
New +$83.5K 0.08% 112

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

CVA Family Office's ORCL Position: Q1 2026 in Review

CVA Family Office increased its Oracle (ORCL) stake by 5.7% in Q1 2026, buying an estimated $83.4K and bringing the position to 9,437 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #91.

CVA Family Office first reported a position in ORCL in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.58M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • CVA Family Office held 9,437 shares of Oracle worth $1.39M as of Q1 2026.
  • CVA Family Office bought 513 Oracle shares in Q1 2026, an estimated $83.4K.
  • Oracle made up 0.15% of CVA Family Office's portfolio in Q1 2026, its #91 holding.
  • CVA Family Office first reported a position in Oracle in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Oracle position peaked at $2.58M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.