FDx Advisors’s Oracle ORCL Stock Holding History

FDx Advisors’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	$234K	Buy	+1,594	New	+$259K	0.07%	161
2024 Q2	–	Sell	-5,935	Closed	-$746K	–	305
2024 Q1	$746K	Sell	5,935 -13,056	-69%	-$1.49M	0.11%	159
2023 Q4	$2M	Buy	18,991 +4,676	+33%	+$510K	0.15%	150
2023 Q3	$1.52M	Sell	14,315 -22,460	-61%	-$2.6M	0.13%	158
2023 Q2	$4.38M	Sell	36,775 -5,066	-12%	-$524K	0.24%	110
2023 Q1	$3.42M	Hold	41,841	–	–	0.15%	144
2022 Q4	$3.42M	Sell	41,841 -6,498	-13%	-$494K	0.15%	144
2022 Q3	$2.95M	Sell	48,339 -10,072	-17%	-$737K	0.13%	147
2022 Q2	$4.08M	Sell	58,411 -2,482	-4%	-$182K	0.15%	135
2022 Q1	$5.04M	Sell	60,893 -861	-1%	-$69.7K	0.17%	119
2021 Q4	$5.39M	Buy	61,754 +22,037	+55%	+$2.07M	0.15%	121
2021 Q3	$3.46M	Sell	39,717 -206	-0.5%	-$18.2K	0.11%	143
2021 Q2	$3.11M	Sell	39,923 -709	-2%	-$55.5K	0.1%	148
2021 Q1	$2.85M	Buy	40,632 +5,121	+14%	+$332K	0.11%	144
2020 Q4	$2.3M	Buy	35,511 +6,020	+20%	+$358K	0.09%	155
2020 Q3	$1.76M	Buy	29,491 +1,556	+6%	+$88.4K	0.08%	164
2020 Q2	$1.54M	Sell	27,935 -5,844	-17%	-$310K	0.08%	171
2020 Q1	$1.63M	Sell	33,779 -4,447	-12%	-$230K	0.11%	143
2019 Q4	$2.02M	Sell	38,226 -155,567	-80%	-$8.56M	0.11%	148
2019 Q3	$10.7M	Buy	193,793 +28,862	+17%	+$1.59M	0.74%	31
2019 Q2	$9.4M	Buy	164,931 +85,476	+108%	+$4.63M	0.37%	62
2019 Q1	$4.27M	Buy	79,455 +24,783	+45%	+$1.26M	0.17%	106
2018 Q4	$2.47M	Sell	54,672 -50,760	-48%	-$2.43M	0.2%	87
2018 Q3	$5.44M	Sell	105,432 -13,507	-11%	-$656K	0.2%	83
2018 Q2	$5.24M	Sell	118,939 -28,023	-19%	-$1.29M	0.19%	90
2018 Q1	$6.72M	Buy	146,962 +3,393	+2%	+$169K	0.2%	92
2017 Q4	$6.79M	Buy	143,569 +29,210	+26%	+$1.43M	0.18%	90
2017 Q3	$5.53M	Buy	114,359 +12,842	+13%	+$639K	0.15%	112
2017 Q2	$5.09M	Sell	101,517 -753	-0.7%	-$34.3K	0.15%	113
2017 Q1	$4.56M	Sell	102,270 -2,803	-3%	-$117K	0.14%	133
2016 Q4	$4.04M	Buy	105,073 +45,026	+75%	+$1.76M	0.12%	158
2016 Q3	$2.36M	Sell	60,047 -20,326	-25%	-$828K	0.1%	172
2016 Q2	$3.29M	Buy	80,373 +17,141	+27%	+$684K	0.15%	118
2016 Q1	$2.59M	Buy	63,232 +24,456	+63%	+$905K	0.12%	150
2015 Q4	$1.42M	Sell	38,776 -3,700	-9%	-$141K	0.06%	267
2015 Q3	$1.53M	Sell	42,476 -36,015	-46%	-$1.38M	0.13%	156
2015 Q2	$3.17M	Buy	78,491 +20,191	+35%	+$876K	0.16%	113
2015 Q1	$2.52M	Sell	58,300 -23,931	-29%	-$1.04M	0.06%	274
2014 Q4	$3.7M	Buy	82,231 +11,177	+16%	+$455K	0.23%	82
2014 Q3	$2.72M	Sell	71,054 -1,183	-2%	-$47.9K	0.18%	111
2014 Q2	$2.93M	Buy	72,237 +27,906	+63%	+$1.15M	0.19%	113
2014 Q1	$1.81M	Buy	44,331 +10,370	+31%	+$395K	0.15%	153
2013 Q4	$1.3M	Sell	33,961 -10,709	-24%	-$368K	0.13%	166
2013 Q3	$1.48M	Buy	44,670 +8,105	+22%	+$263K	0.17%	124
2013 Q2	$1.12M	Buy	+36,565	New	+$1.21M	0.15%	145

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

FDx Advisors's ORCL Position: Q1 2026 in Review

FDx Advisors opened a new position in Oracle (ORCL) in Q1 2026: 1,594 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #161 among its holdings. This is a return to the name: FDx Advisors previously reported a position in ORCL as recently as Q1 2024.

FDx Advisors first reported a position in ORCL in Q2 2013 and has held it in 45 quarters since. The position peaked at $10.7M in Q3 2019. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

FDx Advisors held 1,594 shares of Oracle worth $234K as of Q1 2026.
Oracle was a new FDx Advisors position in Q1 2026.
Oracle made up 0.07% of FDx Advisors's portfolio in Q1 2026, its #161 holding.
FDx Advisors first reported a position in Oracle in Q2 2013 and has held it in 45 quarters since.
FDx Advisors's Oracle position peaked at $10.7M in Q3 2019.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.