F/M Investments’s Oracle ORCL Stock Holding History

F/M Investments’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	$5.51M	Sell	37,458 -23,385	-38%	-$3.8M	0.37%	57
2025 Q4	$11.9M	Buy	60,843 +7,496	+14%	+$1.78M	0.45%	44
2025 Q3	$15M	Buy	53,347 +16,390	+44%	+$4.17M	0.58%	34
2025 Q2	$8.08M	Sell	36,957 -64	-0.2%	-$10.3K	0.29%	71
2025 Q1	$5.18M	Sell	37,021 -437	-1%	-$71.1K	0.21%	99
2024 Q4	$6.24M	Buy	37,458 +12,589	+51%	+$2.24M	0.23%	91
2024 Q3	$4.24M	Sell	24,869 -74	-0.3%	-$10.7K	0.13%	177
2024 Q2	$3.52M	Buy	+24,943	New	+$3.1M	0.13%	183
2022 Q4	–	Sell	-25,722	Closed	-$1.57M	–	60
2022 Q3	$1.57M	Buy	+25,722	New	+$1.88M	2.55%	17

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

F/M Investments's ORCL Position: Q1 2026 in Review

F/M Investments reduced its Oracle (ORCL) stake by 38% in Q1 2026, selling an estimated $3.8M and leaving 37,458 shares worth $5.51M. The position accounts for 0.37% of the portfolio, ranked #57.

F/M Investments first reported a position in ORCL in Q3 2022 and has held it in 9 quarters since. The position peaked at $15M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

F/M Investments held 37,458 shares of Oracle worth $5.51M as of Q1 2026.
F/M Investments sold 23,385 Oracle shares in Q1 2026, an estimated $3.8M.
Oracle made up 0.37% of F/M Investments's portfolio in Q1 2026, its #57 holding.
F/M Investments first reported a position in Oracle in Q3 2022 and has held it in 9 quarters since.
F/M Investments's Oracle position peaked at $15M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.