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CWS Financial Advisors’s Oracle ORCL Stock Holding History

CWS Financial Advisors’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 		$220K Buy
1,494
+14
+0.9% +$2.28K 0.06% 144
2025
Q4 		$288K Hold
1,480
– – 0.08% 118
2025
Q3 		$416K Buy
1,480
+1
+0.1% +$255 0.12% 98
2025
Q2 		$323K Sell
1,479
-227
-13% -$36.7K 0.09% 106
2025
Q1 		$238K Buy
1,706
+500
+41% +$81.4K 0.08% 120
2024
Q4 		$201K Buy
+1,206
New +$214K 0.07% 124
2024
Q1 		– Sell
-3,622
Closed -$382K – 137
2023
Q4 		$382K Sell
3,622
-858
-19% -$93.6K 0.14% 107
2023
Q3 		$475K Sell
4,480
-254
-5% -$29.4K 0.19% 83
2023
Q2 		$564K Sell
4,734
-1,517
-24% -$157K 0.21% 71
2023
Q1 		$581K Buy
6,251
+568
+10% +$49.8K 0.23% 71
2022
Q4 		$399K Sell
5,683
-354
-6% -$26.9K 0.17% 90
2022
Q3 		$369K Buy
6,037
+16
+0.3% +$1.17K 0.18% 93
2022
Q2 		$421K Buy
6,021
+27
+0.5% +$1.98K 0.19% 89
2022
Q1 		$496K Sell
5,994
-2
-0% -$162 0.19% 84
2021
Q4 		$523K Buy
+5,996
New +$563K 0.18% 78
2021
Q2 		$442K Hold
5,683
– – 0.18% 87
2021
Q1 		$399K Hold
5,683
– – 0.17% 90
2020
Q4 		$368K Sell
5,683
-12
-0.2% -$714 0.21% 86
2020
Q3 		$340K Hold
5,695
– – 0.23% 86
2020
Q2 		$315K Buy
+5,695
New +$302K 0.23% 91

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

CWS Financial Advisors's ORCL Position: Q1 2026 in Review

CWS Financial Advisors increased its Oracle (ORCL) stake by 0.95% in Q1 2026, buying an estimated $2.28K and bringing the position to 1,494 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #144.

CWS Financial Advisors first reported a position in ORCL in Q2 2020 and has held it in 20 quarters since. The position peaked at $581K in Q1 2023. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • CWS Financial Advisors held 1,494 shares of Oracle worth $220K as of Q1 2026.
  • CWS Financial Advisors bought 14 Oracle shares in Q1 2026, an estimated $2.28K.
  • Oracle made up 0.06% of CWS Financial Advisors's portfolio in Q1 2026, its #144 holding.
  • CWS Financial Advisors first reported a position in Oracle in Q2 2020 and has held it in 20 quarters since.
  • CWS Financial Advisors's Oracle position peaked at $581K in Q1 2023.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.