Empower Advisory Group
ORCL icon

Empower Advisory Group’s Oracle ORCL Stock Holding History

Empower Advisory Group’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 		$10.2M Sell
69,149
-1,922
-3% -$312K 0.03% 164
2025
Q4 		$13.9M Buy
71,071
+7,361
+12% +$1.75M 0.04% 153
2025
Q3 		$17.9M Buy
63,710
+2,449
+4% +$624K 0.05% 141
2025
Q2 		$13.4M Buy
61,261
+43,810
+251% +$7.07M 0.04% 151
2025
Q1 		$2.44M Buy
17,451
+385
+2% +$62.7K 0.01% 196
2024
Q4 		$2.84M Sell
17,066
-2,619
-13% -$465K 0.01% 196
2024
Q3 		$3.35M Sell
19,685
-1,240
-6% -$180K 0.01% 185
2024
Q2 		$2.95M Sell
20,925
-6,106
-23% -$758K 0.01% 191
2024
Q1 		$3.4M Buy
27,031
+12,100
+81% +$1.38M 0.01% 186
2023
Q4 		$1.57M Sell
14,931
-5,475
-27% -$598K 0.01% 215
2023
Q3 		$2.16M Sell
20,406
-626
-3% -$72.5K 0.01% 200
2023
Q2 		$2.5M Sell
21,032
-14,838
-41% -$1.53M 0.01% 203
2023
Q1 		$3.37M Buy
+35,870
New +$3.15M 0.02% 196

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

Empower Advisory Group's ORCL Position: Q1 2026 in Review

Empower Advisory Group reduced its Oracle (ORCL) stake by 2.7% in Q1 2026, selling an estimated $312K and leaving 69,149 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #164.

Empower Advisory Group first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $17.9M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Empower Advisory Group held 69,149 shares of Oracle worth $10.2M as of Q1 2026.
  • Empower Advisory Group sold 1,922 Oracle shares in Q1 2026, an estimated $312K.
  • Oracle made up 0.03% of Empower Advisory Group's portfolio in Q1 2026, its #164 holding.
  • Empower Advisory Group first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Oracle position peaked at $17.9M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.