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EQ Wealth Advisors’s Oracle ORCL Stock Holding History

EQ Wealth 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
-1,306
Closed -$255K – 170
2025
Q4 		$255K Buy
+1,306
New +$311K 0.15% 49
2025
Q3 		– Sell
-506
Closed -$111K – 161
2025
Q2 		$111K Sell
506
-75,933
-99% -$12.3M 0.08% 61
2025
Q1 		$147K Hold
76,439
– – 0.12% 54
2024
Q4 		$160K Buy
+76,439
New +$13.6M 0.15% 49

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EQ Wealth Advisors's ORCL Position: Q1 2026 in Review

EQ Wealth Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,306 shares — an estimated $255K sold.

EQ Wealth Advisors first reported a position in ORCL in Q4 2024 and held it in 4 quarters. The position peaked at $255K in Q4 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • EQ Wealth Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 1,306 Oracle shares in Q1 2026, an estimated $255K.
  • EQ Wealth Advisors first reported a position in Oracle in Q4 2024 and held it in 4 quarters.
  • EQ Wealth Advisors's Oracle position peaked at $255K in Q4 2025.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.