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Fi3 Financial Advisors’s Oracle ORCL Stock Holding History

Fi3 Financial 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 		$546K Buy
3,711
+730
+24% +$119K 0.16% 76
2025
Q4 		$581K Buy
2,981
+814
+38% +$194K 0.18% 53
2025
Q3 		$609K Buy
2,167
+191
+10% +$48.6K 0.21% 46
2025
Q2 		$432K Buy
1,976
+70
+4% +$11.3K 0.16% 63
2025
Q1 		$266K Sell
1,906
-73
-4% -$11.9K 0.11% 90
2024
Q4 		$330K Buy
1,979
+30
+2% +$5.33K 0.12% 72
2024
Q3 		$332K Buy
1,949
+256
+15% +$37.1K 0.13% 62
2024
Q2 		$239K Buy
+1,693
New +$210K 0.11% 69

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

Fi3 Financial Advisors's ORCL Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Oracle (ORCL) stake by 24% in Q1 2026, buying an estimated $119K and bringing the position to 3,711 shares worth $546K. The position accounts for 0.16% of the portfolio, ranked #76.

Fi3 Financial Advisors first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $609K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Fi3 Financial Advisors held 3,711 shares of Oracle worth $546K as of Q1 2026.
  • Fi3 Financial Advisors bought 730 Oracle shares in Q1 2026, an estimated $119K.
  • Oracle made up 0.16% of Fi3 Financial Advisors's portfolio in Q1 2026, its #76 holding.
  • Fi3 Financial Advisors first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
  • Fi3 Financial Advisors's Oracle position peaked at $609K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.