Fiduciary Trust’s Oracle ORCL Stock Holding History

Fiduciary Trust’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	$23.3M	Sell	158,118 -1,858	-1%	-$302K	0.28%	59
2025 Q4	$31.2M	Sell	159,976 -9,681	-6%	-$2.31M	0.35%	50
2025 Q3	$47.7M	Buy	169,657 +3,437	+2%	+$875K	0.54%	33
2025 Q2	$36.3M	Buy	166,220 +1,937	+1%	+$313K	0.45%	39
2025 Q1	$23M	Buy	164,283 +921	+0.6%	+$150K	0.3%	56
2024 Q4	$27.2M	Buy	163,362 +5,632	+4%	+$1M	0.36%	50
2024 Q3	$26.9M	Buy	157,730 +12,241	+8%	+$1.77M	0.38%	48
2024 Q2	$20.5M	Sell	145,489 -4,506	-3%	-$560K	0.31%	58
2024 Q1	$18.8M	Sell	149,995 -2,137	-1%	-$245K	0.29%	60
2023 Q4	$16M	Sell	152,132 -1,011	-0.7%	-$110K	0.27%	64
2023 Q3	$16.2M	Buy	153,143 +309	+0.2%	+$35.8K	0.3%	59
2023 Q2	$18.2M	Sell	152,834 -3,768	-2%	-$390K	0.32%	58
2023 Q1	$14.6M	Sell	156,602 -2,430	-2%	-$213K	0.27%	70
2022 Q4	$13M	Buy	159,032 +815	+0.5%	+$61.9K	0.25%	77
2022 Q3	$9.66M	Sell	158,217 -11,245	-7%	-$823K	0.21%	87
2022 Q2	$11.8M	Sell	169,462 -1,978	-1%	-$145K	0.25%	81
2022 Q1	$14.2M	Sell	171,440 -2,210	-1%	-$179K	0.25%	75
2021 Q4	$15.1M	Sell	173,650 -1,084	-0.6%	-$102K	0.25%	80
2021 Q3	$15.2M	Sell	174,734 -4,437	-2%	-$392K	0.27%	71
2021 Q2	$13.9M	Sell	179,171 -15,247	-8%	-$1.19M	0.27%	79
2021 Q1	$13.6M	Sell	194,418 -8,887	-4%	-$575K	0.28%	74
2020 Q4	$13.2M	Sell	203,305 -12,802	-6%	-$762K	0.27%	74
2020 Q3	$12.9M	Sell	216,107 -6,329	-3%	-$360K	0.3%	66
2020 Q2	$12.3M	Sell	222,436 -2,598	-1%	-$138K	0.3%	69
2020 Q1	$10.9M	Sell	225,034 -3,482	-2%	-$180K	0.32%	69
2019 Q4	$12.1M	Sell	228,516 -6,680	-3%	-$368K	0.28%	75
2019 Q3	$12.9M	Buy	235,196 +7,577	+3%	+$419K	0.32%	70
2019 Q2	$13M	Sell	227,619 -5,899	-3%	-$319K	0.34%	65
2019 Q1	$12.5M	Sell	233,518 -14,121	-6%	-$719K	0.34%	69
2018 Q4	$11.2M	Buy	247,639 +5,465	+2%	+$262K	0.34%	72
2018 Q3	$12.5M	Sell	242,174 -8,231	-3%	-$400K	0.35%	72
2018 Q2	$11M	Buy	250,405 +4,648	+2%	+$214K	0.33%	78
2018 Q1	$11.2M	Buy	245,757 +8,471	+4%	+$421K	0.35%	78
2017 Q4	$11.2M	Buy	237,286 +1,274	+0.5%	+$62.5K	0.33%	77
2017 Q3	$11.4M	Buy	236,012 +20,413	+9%	+$1.02M	0.35%	73
2017 Q2	$10.8M	Buy	215,599 +21,746	+11%	+$991K	0.33%	75
2017 Q1	$8.65M	Buy	193,853 +388	+0.2%	+$16.2K	0.26%	90
2016 Q4	$7.44M	Buy	193,465 +9,789	+5%	+$383K	0.24%	94
2016 Q3	$7.21M	Buy	183,676 +295	+0.2%	+$12K	0.25%	88
2016 Q2	$7.51M	Sell	183,381 -13,748	-7%	-$549K	0.26%	88
2016 Q1	$8.06M	Buy	197,129 +13,548	+7%	+$501K	0.29%	86
2015 Q4	$6.71M	Sell	183,581 -7,555	-4%	-$289K	0.28%	85
2015 Q3	$6.9M	Sell	191,136 -13,360	-7%	-$514K	0.31%	81
2015 Q2	$8.24M	Sell	204,496 -9,973	-5%	-$433K	0.34%	76
2015 Q1	$9.26M	Sell	214,469 -4,545	-2%	-$197K	0.38%	73
2014 Q4	$9.85M	Sell	219,014 -601	-0.3%	-$24.5K	0.41%	67
2014 Q3	$8.41M	Sell	219,615 -10,091	-4%	-$409K	0.37%	71
2014 Q2	$9.31M	Sell	229,706 -8,062	-3%	-$332K	0.4%	69
2014 Q1	$9.73M	Sell	237,768 -15,245	-6%	-$580K	0.43%	68
2013 Q4	$9.68M	Sell	253,013 -22,410	-8%	-$770K	0.43%	68
2013 Q3	$9.14M	Buy	275,423 +4,346	+2%	+$141K	0.42%	68
2013 Q2	$8.32M	Buy	+271,077	New	+$8.99M	0.39%	71

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 Trust's ORCL Position: Q1 2026 in Review

Fiduciary Trust reduced its Oracle (ORCL) stake by 1.2% in Q1 2026, selling an estimated $302K and leaving 158,118 shares worth $23.3M. The position accounts for 0.28% of the portfolio, ranked #59.

Fiduciary Trust first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.7M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Fiduciary Trust held 158,118 shares of Oracle worth $23.3M as of Q1 2026.
Fiduciary Trust sold 1,858 Oracle shares in Q1 2026, an estimated $302K.
Oracle made up 0.28% of Fiduciary Trust's portfolio in Q1 2026, its #59 holding.
Fiduciary Trust first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Fiduciary Trust's Oracle position peaked at $47.7M in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.