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Evelyn Partners Investment Management’s Oracle ORCL Stock Holding History

Evelyn Partners Investment Management’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 		$93.4K Hold
635
– – ﹤0.01% 250
2025
Q4 		$124K Sell
635
-155
-20% -$36.9K ﹤0.01% 230
2025
Q3 		$222K Sell
790
-90
-10% -$22.9K 0.01% 195
2025
Q2 		$192K Sell
880
-525
-37% -$84.8K 0.01% 202
2025
Q1 		$196K Hold
1,405
– – 0.01% 195
2024
Q4 		$234K Buy
+1,405
New +$250K 0.01% 185

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's ORCL Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Oracle (ORCL) position steady in Q1 2026 at 635 shares worth $93.4K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Evelyn Partners Investment Management first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $234K in Q4 2024. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Evelyn Partners Investment Management held 635 shares of Oracle worth $93.4K as of Q1 2026.
  • Evelyn Partners Investment Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #250 holding.
  • Evelyn Partners Investment Management first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Oracle position peaked at $234K in Q4 2024.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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