Fiduciary Family Office’s Oracle ORCL Stock Holding History

Fiduciary Family Office’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	$2.57M	Buy	17,494 +5,202	+42%	+$846K	0.73%	22
2025 Q4	$2.4M	Sell	12,292 -3,734	-23%	-$889K	0.69%	22
2025 Q3	$4.51M	Sell	16,026 -619	-4%	-$158K	1.28%	10
2025 Q2	$3.64M	Sell	16,645 -2,352	-12%	-$380K	1.19%	13
2025 Q1	$2.66M	Buy	+18,997	New	+$3.09M	0.88%	15
2024 Q4	–	Sell	-14,937	Closed	-$2.55M	–	198
2024 Q3	$2.55M	Sell	14,937 -731	-5%	-$106K	0.84%	15
2024 Q2	$2.21M	Sell	15,668 -931	-6%	-$116K	0.87%	18
2024 Q1	$2.08M	Sell	16,599 -491	-3%	-$56.2K	0.82%	21
2023 Q4	$1.8M	Buy	+17,090	New	+$1.87M	0.79%	19

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

Fiduciary Family Office's ORCL Position: Q1 2026 in Review

Fiduciary Family Office increased its Oracle (ORCL) stake by 42% in Q1 2026, buying an estimated $846K and bringing the position to 17,494 shares worth $2.57M. The position accounts for 0.73% of the portfolio, ranked #22.

Fiduciary Family Office first reported a position in ORCL in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.51M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Fiduciary Family Office held 17,494 shares of Oracle worth $2.57M as of Q1 2026.
Fiduciary Family Office bought 5,202 Oracle shares in Q1 2026, an estimated $846K.
Oracle made up 0.73% of Fiduciary Family Office's portfolio in Q1 2026, its #22 holding.
Fiduciary Family Office first reported a position in Oracle in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Oracle position peaked at $4.51M in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.