EFS
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Econ Financial Services’s Oracle ORCL Stock Holding History

Econ Financial 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 		– Sell
-13,914
Closed -$2.71M – 91
2025
Q4 		$2.71M Buy
+13,914
New +$3.31M 1.36% 32
2022
Q2 		– Sell
-150
Closed -$12K – 131
2022
Q1 		$12K Hold
150
– – 0.01% 91
2021
Q4 		$13K Buy
+150
New +$14.1K 0.01% 115

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

Econ Financial Services's ORCL Position: Q1 2026 in Review

Econ Financial Services sold out of Oracle (ORCL) in Q1 2026, closing a stake of 13,914 shares — an estimated $2.71M sold.

Econ Financial Services first reported a position in ORCL in Q4 2021 and held it in 3 quarters. The position peaked at $2.71M in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Econ Financial Services reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Econ Financial Services sold 13,914 Oracle shares in Q1 2026, an estimated $2.71M.
  • Econ Financial Services first reported a position in Oracle in Q4 2021 and held it in 3 quarters.
  • Econ Financial Services's Oracle position peaked at $2.71M in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.