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Ethos Financial Group’s Oracle ORCL Stock Holding History

Ethos Financial 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 		$891K Buy
6,058
+125
+2% +$20.3K 0.07% 219
2025
Q4 		$1.16M Sell
5,933
-1,693
-22% -$403K 0.09% 184
2025
Q3 		$2.14M Sell
7,626
-768
-9% -$196K 0.17% 119
2025
Q2 		$1.84M Buy
8,394
+3,911
+87% +$632K 0.16% 126
2025
Q1 		$747K Hold
4,483
– – 0.07% 179
2024
Q4 		$747K Buy
4,483
+1,113
+33% +$198K 0.1% 123
2024
Q3 		$574K Sell
3,370
-120
-3% -$17.4K 0.09% 120
2024
Q2 		$493K Sell
3,490
-3,486
-50% -$433K 0.09% 138
2024
Q1 		$876K Buy
6,976
+2,502
+56% +$286K 0.17% 89
2023
Q4 		$472K Buy
4,474
+591
+15% +$64.5K 0.1% 142
2023
Q3 		$411K Buy
+3,883
New +$449K 0.11% 107

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

Ethos Financial Group's ORCL Position: Q1 2026 in Review

Ethos Financial Group increased its Oracle (ORCL) stake by 2.1% in Q1 2026, buying an estimated $20.3K and bringing the position to 6,058 shares worth $891K. The position accounts for 0.07% of the portfolio, ranked #219.

Ethos Financial Group first reported a position in ORCL in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.14M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Ethos Financial Group held 6,058 shares of Oracle worth $891K as of Q1 2026.
  • Ethos Financial Group bought 125 Oracle shares in Q1 2026, an estimated $20.3K.
  • Oracle made up 0.07% of Ethos Financial Group's portfolio in Q1 2026, its #219 holding.
  • Ethos Financial Group first reported a position in Oracle in Q3 2023 and has held it in 11 quarters since.
  • Ethos Financial Group's Oracle position peaked at $2.14M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.