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Diversify Advisory Services’s Oracle ORCL Stock Holding History

Diversify Advisory Services’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 		$14.1M Buy
86,106
+50,878
+144% +$8.27M 2.15% 15
2025
Q4 		$6.73M Buy
35,228
+13,331
+61% +$3.17M 0.21% 77
2025
Q3 		$5.65M Sell
21,897
-6,707
-23% -$1.71M 0.19% 90
2025
Q2 		$7.26M Buy
28,604
+14,547
+103% +$2.35M 0.28% 60
2025
Q1 		$1.98M Buy
14,057
+918
+7% +$149K 0.12% 123
2024
Q4 		$2.03M Sell
13,139
-8,133
-38% -$1.44M 0.11% 128
2024
Q3 		$3.73M Buy
21,272
+3,794
+22% +$550K 0.2% 92
2024
Q2 		$2.46M Sell
17,478
-1,903
-10% -$236K 0.13% 135
2024
Q1 		$2.43M Buy
+19,381
New +$2.22M 0.14% 140

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

Diversify Advisory Services's ORCL Position: Q1 2026 in Review

Diversify Advisory Services increased its Oracle (ORCL) stake by 144% in Q1 2026, buying an estimated $8.27M and bringing the position to 86,106 shares worth $14.1M. The position accounts for 2.15% of the portfolio, ranked #15.

Diversify Advisory Services first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Diversify Advisory Services held 86,106 shares of Oracle worth $14.1M as of Q1 2026.
  • Diversify Advisory Services bought 50,878 Oracle shares in Q1 2026, an estimated $8.27M.
  • Oracle made up 2.15% of Diversify Advisory Services's portfolio in Q1 2026, its #15 holding.
  • Diversify Advisory Services first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.