Financial Connections Group’s Oracle ORCL Stock Holding History

Financial Connections Group’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	$226K	Sell	1,541 -1,225	-44%	-$199K	0.08%	66
2025 Q4	$539K	Hold	2,766	–	–	0.19%	47
2025 Q3	$777K	Sell	2,766 -100	-3%	-$25.5K	0.3%	37
2025 Q2	$626K	Hold	2,866	–	–	0.26%	41
2025 Q1	$400K	Hold	2,866	–	–	0.18%	43
2024 Q4	$477K	Hold	2,866	–	–	0.23%	37
2024 Q3	$488K	Sell	2,866 -40	-1%	-$5.79K	0.24%	36
2024 Q2	$410K	Hold	2,906	–	–	0.21%	39
2024 Q1	$366K	Buy	2,906 +40	+1%	+$4.58K	0.4%	23
2023 Q4	$302K	Hold	2,866	–	–	0.2%	47
2023 Q3	$303K	Sell	2,866 -63	-2%	-$7.29K	0.37%	31
2023 Q2	$348K	Hold	2,929	–	–	0.23%	45
2023 Q1	$272K	Buy	2,929 +100	+4%	+$8.77K	0.19%	44
2022 Q4	$231K	Sell	2,829 -141	-5%	-$10.7K	0.18%	42
2022 Q3	$181K	Sell	2,970 -205	-6%	-$15K	0.15%	44
2022 Q2	$221K	Hold	3,175	–	–	0.19%	49
2022 Q1	$262K	Hold	3,175	–	–	0.26%	41
2021 Q4	$276K	Buy	+3,175	New	+$298K	0.27%	40

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

Financial Connections Group's ORCL Position: Q1 2026 in Review

Financial Connections Group reduced its Oracle (ORCL) stake by 44% in Q1 2026, selling an estimated $199K and leaving 1,541 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #66.

Financial Connections Group first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $777K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Financial Connections Group held 1,541 shares of Oracle worth $226K as of Q1 2026.
Financial Connections Group sold 1,225 Oracle shares in Q1 2026, an estimated $199K.
Oracle made up 0.08% of Financial Connections Group's portfolio in Q1 2026, its #66 holding.
Financial Connections Group first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's Oracle position peaked at $777K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.