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Evelyn Partners Investment Management Services’s Oracle ORCL Stock Holding History

Evelyn Partners Investment Management 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 		$53K Hold
360
– – 0.01% 178
2025
Q4 		$70.2K Sell
360
-810
-69% -$193K 0.01% 160
2025
Q3 		$329K Buy
1,170
+810
+225% +$206K 0.04% 112
2025
Q2 		$78.7K Hold
360
– – 0.01% 152
2025
Q1 		$50.3K Hold
360
– – 0.01% 163
2024
Q4 		$60K Buy
+360
New +$64K 0.01% 157

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

Evelyn Partners Investment Management Services's ORCL Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Oracle (ORCL) position steady in Q1 2026 at 360 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #178.

Evelyn Partners Investment Management Services first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $329K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Evelyn Partners Investment Management Services held 360 shares of Oracle worth $53K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #178 holding.
  • Evelyn Partners Investment Management Services first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Oracle position peaked at $329K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.