Family CFO’s Oracle ORCL Stock Holding History

Family CFO’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 Q3	$214K	Hold	1,562	–	–	0.08%	46
2026 Q2	$229K	Hold	1,562	–	–	0.09%	45
2026 Q1	$230K	Hold	1,562	–	–	0.1%	40
2025 Q4	$304K	Sell	1,562 -1,070	-41%	-$255K	0.14%	33
2025 Q3	$740K	Hold	2,632	–	–	0.34%	28
2025 Q2	$575K	Hold	2,632	–	–	0.29%	28
2025 Q1	$368K	Hold	2,632	–	–	0.2%	28
2024 Q4	$439K	Hold	2,632	–	–	0.24%	25
2024 Q3	$448K	Hold	2,632	–	–	0.25%	25
2024 Q2	$372K	Hold	2,632	–	–	0.23%	25
2024 Q1	$331K	Hold	2,632	–	–	0.2%	25
2023 Q4	$277K	Sell	2,632 -64	-2%	-$6.98K	0.18%	25
2023 Q3	$286K	Buy	2,696 +64	+2%	+$7.41K	0.21%	25
2023 Q2	$313K	Hold	2,632	–	–	0.22%	25
2023 Q1	$245K	Hold	2,632	–	–	0.19%	26
2022 Q4	$215K	Hold	2,632	–	–	0.19%	25
2022 Q3	$161K	Hold	2,632	–	–	0.17%	23
2022 Q2	$184K	Hold	2,632	–	–	0.2%	24
2022 Q1	$218K	Hold	2,632	–	–	0.22%	25
2021 Q4	$230K	Buy	+2,632	New	+$247K	0.22%	24

Other funds holding ORCL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Family CFO's ORCL Position: Q3 2026 in Review

Family CFO held its Oracle (ORCL) position steady in Q3 2026 at 1,562 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #46.

Family CFO first reported a position in ORCL in Q4 2021 and has held it in 20 quarters since. The position peaked at $740K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Family CFO held 1,562 shares of Oracle worth $214K as of Q3 2026.
Family CFO left its Oracle share count unchanged in Q3 2026.
Oracle made up 0.08% of Family CFO's portfolio in Q3 2026, its #46 holding.
Family CFO first reported a position in Oracle in Q4 2021 and has held it in 20 quarters since.
Family CFO's Oracle position peaked at $740K in Q3 2025.
3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Family CFO's 13F filing for Q3 2026, filed 30 Oct 2026.