Delos Wealth Advisors’s Oracle ORCL Stock Holding History

Delos Wealth 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	$377K	Buy	2,560 +20	+0.8%	+$3.25K	0.22%	55
2025 Q4	$495K	Buy	2,540 +40	+2%	+$9.52K	0.33%	40
2025 Q3	$703K	Hold	2,500	–	–	0.47%	36
2025 Q2	$547K	Hold	2,500	–	–	0.43%	38
2025 Q1	$350K	Hold	2,500	–	–	0.28%	46
2024 Q4	$417K	Hold	2,500	–	–	0.33%	39
2024 Q3	$426K	Sell	2,500 -98	-4%	-$14.2K	0.37%	43
2024 Q2	$367K	Buy	2,598 +2,500	+2,551%	+$310K	0.35%	44
2024 Q1	$12.3K	Buy	+98	New	+$11.2K	0.01%	111
2023 Q4	–	Sell	-590	Closed	-$71K	–	371
2023 Q3	$71K	Hold	590	–	–	0.09%	59
2023 Q2	$70.3K	Hold	590	–	–	0.09%	57
2023 Q1	$54.8K	Hold	590	–	–	0.07%	60
2022 Q4	$48.2K	Hold	590	–	–	0.07%	60
2022 Q3	$36K	Hold	590	–	–	0.04%	64
2022 Q2	$41K	Hold	590	–	–	0.05%	64
2022 Q1	$49K	Sell	590 -165	-22%	-$13.4K	0.05%	75
2021 Q4	$66K	Buy	+755	New	+$70.9K	0.06%	63

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

Delos Wealth Advisors's ORCL Position: Q1 2026 in Review

Delos Wealth Advisors increased its Oracle (ORCL) stake by 0.79% in Q1 2026, buying an estimated $3.25K and bringing the position to 2,560 shares worth $377K. The position accounts for 0.22% of the portfolio, ranked #55.

Delos Wealth Advisors first reported a position in ORCL in Q4 2021 and has held it in 17 quarters since. The position peaked at $703K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Delos Wealth Advisors held 2,560 shares of Oracle worth $377K as of Q1 2026.
Delos Wealth Advisors bought 20 Oracle shares in Q1 2026, an estimated $3.25K.
Oracle made up 0.22% of Delos Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Delos Wealth Advisors first reported a position in Oracle in Q4 2021 and has held it in 17 quarters since.
Delos Wealth Advisors's Oracle position peaked at $703K in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.