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Delta Financial Advisors’s Oracle ORCL Stock Holding History

Delta 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 		$3.83M Sell
26,015
-616
-2% -$100K 1% 27
2025
Q4 		$5.19M Sell
26,631
-263
-1% -$62.6K 1.35% 21
2025
Q3 		$7.56M Sell
26,894
-607
-2% -$155K 2.14% 8
2025
Q2 		$6.01M Sell
27,501
-618
-2% -$99.8K 2.11% 11
2025
Q1 		$3.93M Buy
28,119
+254
+0.9% +$41.4K 1.48% 20
2024
Q4 		$4.64M Sell
27,865
-311
-1% -$55.2K 1.73% 14
2024
Q3 		$4.8M Sell
28,176
-547
-2% -$79.2K 1.74% 13
2024
Q2 		$4.06M Buy
28,723
+8
+0% +$993 1.57% 14
2024
Q1 		$3.61M Sell
28,715
-374
-1% -$42.8K 1.43% 16
2023
Q4 		$3.07M Sell
29,089
-2,753
-9% -$300K 1.33% 19
2023
Q3 		$3.37M Sell
31,842
-219
-0.7% -$25.3K 1.52% 15
2023
Q2 		$3.82M Sell
32,061
-2,196
-6% -$227K 1.69% 12
2023
Q1 		$3.18M Sell
34,257
-469
-1% -$41.1K 1.53% 15
2022
Q4 		$2.84M Buy
34,726
+12
+0% +$912 1.38% 20
2022
Q3 		$2.12M Sell
34,714
-34
-0.1% -$2.49K 1.13% 29
2022
Q2 		$2.43M Sell
34,748
-90
-0.3% -$6.59K 1.21% 22
2022
Q1 		$2.88M Buy
34,838
+100
+0.3% +$8.1K 1.23% 20
2021
Q4 		$3.03M Sell
34,738
-32
-0.1% -$3K 1.23% 21
2021
Q3 		$3.03M Buy
34,770
+9
+0% +$795 1.35% 18
2021
Q2 		$2.71M Sell
34,761
-198
-0.6% -$15.5K 1.19% 24
2021
Q1 		$2.45M Buy
34,959
+74
+0.2% +$4.79K 1.15% 26
2020
Q4 		$2.26M Sell
34,885
-289
-0.8% -$17.2K 1.13% 25
2020
Q3 		$2.1M Sell
35,174
-3,703
-10% -$210K 1.16% 27
2020
Q2 		$2.15M Sell
38,877
-1,361
-3% -$72.1K 1.27% 23
2020
Q1 		$1.95M Sell
40,238
-22,222
-36% -$1.15M 1.34% 22
2019
Q4 		$3.31M Sell
62,460
-141
-0.2% -$7.76K 1.3% 27
2019
Q3 		$3.44M Sell
62,601
-519
-0.8% -$28.7K 1.4% 22
2019
Q2 		$3.6M Buy
+63,120
New +$3.42M 1.48% 17

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

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

Delta Financial Advisors reduced its Oracle (ORCL) stake by 2.3% in Q1 2026, selling an estimated $100K and leaving 26,015 shares worth $3.83M. The position accounts for 1% of the portfolio, ranked #27.

Delta Financial Advisors first reported a position in ORCL in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.56M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Delta Financial Advisors held 26,015 shares of Oracle worth $3.83M as of Q1 2026.
  • Delta Financial Advisors sold 616 Oracle shares in Q1 2026, an estimated $100K.
  • Oracle made up 1% of Delta Financial Advisors's portfolio in Q1 2026, its #27 holding.
  • Delta Financial Advisors first reported a position in Oracle in Q2 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Oracle position peaked at $7.56M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.