Enclave Advisors’s Oracle ORCL Stock Holding History

Enclave 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	–	Sell	-5,241	Closed	-$1.02M	–	138
2025 Q4	$1.02M	Sell	5,241 -2,355	-31%	-$561K	0.14%	68
2025 Q3	$2.14M	Buy	7,596 +255	+3%	+$64.9K	0.33%	44
2025 Q2	$1.61M	Sell	7,341 -8,822	-55%	-$1.42M	0.26%	49
2025 Q1	$2.26M	Sell	16,163 -511	-3%	-$83.2K	0.39%	43
2024 Q4	$2.78M	Buy	16,674 +6,802	+69%	+$1.21M	0.46%	36
2024 Q3	$1.68M	Buy	+9,872	New	+$1.43M	0.29%	46

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

Enclave Advisors's ORCL Position: Q1 2026 in Review

Enclave Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 5,241 shares — an estimated $1.02M sold.

Enclave Advisors first reported a position in ORCL in Q3 2024 and held it in 6 quarters. The position peaked at $2.78M in Q4 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Enclave Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Enclave Advisors sold 5,241 Oracle shares in Q1 2026, an estimated $1.02M.
Enclave Advisors first reported a position in Oracle in Q3 2024 and held it in 6 quarters.
Enclave Advisors's Oracle position peaked at $2.78M in Q4 2024.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Enclave Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.