Financial Engines Advisors
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Financial Engines Advisors’s Oracle ORCL Stock Holding History

Financial Engines 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 		$1.19M Sell
8,114
-9,158
-53% -$1.49M ﹤0.01% 285
2025
Q4 		$3.37M Buy
17,272
+5,870
+51% +$1.4M 0.01% 182
2025
Q3 		$3.21M Buy
11,402
+3,358
+42% +$855K 0.01% 184
2025
Q2 		$1.76M Sell
8,044
-1,089
-12% -$176K ﹤0.01% 232
2025
Q1 		$1.28M Buy
9,133
+1,284
+16% +$209K ﹤0.01% 232
2024
Q4 		$1.31M Buy
7,849
+1,904
+32% +$338K ﹤0.01% 237
2024
Q3 		$1.01M Sell
5,945
-647
-10% -$93.7K ﹤0.01% 234
2024
Q2 		$931K Buy
6,592
+1,333
+25% +$166K ﹤0.01% 219
2024
Q1 		$661K Buy
5,259
+2,841
+117% +$325K ﹤0.01% 224
2023
Q4 		$255K Buy
+2,418
New +$264K ﹤0.01% 285
2023
Q1 		– Sell
-6,162
Closed -$504K – 306
2022
Q4 		$504K Buy
+6,162
New +$468K ﹤0.01% 212
2022
Q2 		– Sell
-4,059
Closed -$336K – 322
2022
Q1 		$336K Sell
4,059
-1,076
-21% -$87.1K ﹤0.01% 238
2021
Q4 		$448K Sell
5,135
-8,433
-62% -$792K ﹤0.01% 167
2021
Q3 		$1.18M Buy
13,568
+1,121
+9% +$99K ﹤0.01% 103
2021
Q2 		$969K Buy
12,447
+1,063
+9% +$83.2K ﹤0.01% 104
2021
Q1 		$799K Sell
11,384
-530
-4% -$34.3K ﹤0.01% 134
2020
Q4 		$771K Buy
11,914
+280
+2% +$16.7K ﹤0.01% 133
2020
Q3 		$695K Buy
+11,634
New +$661K ﹤0.01% 135
2018
Q4 		– Sell
-223
Closed -$12K – 160
2018
Q3 		$12K Sell
223
-5
-2% -$243 ﹤0.01% 89
2018
Q2 		$10K Sell
228
-173
-43% -$7.97K ﹤0.01% 90
2018
Q1 		$18K Sell
401
-109
-21% -$5.42K ﹤0.01% 80
2017
Q4 		$24K Buy
+510
New +$25K ﹤0.01% 86
2017
Q2 		– Sell
-48
Closed -$2K – 110
2017
Q1 		$2K Buy
+48
New +$2K ﹤0.01% 94

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

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

Financial Engines Advisors reduced its Oracle (ORCL) stake by 53% in Q1 2026, selling an estimated $1.49M and leaving 8,114 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Financial Engines Advisors first reported a position in ORCL in Q1 2017 and has held it in 23 quarters since. The position peaked at $3.37M in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Financial Engines Advisors held 8,114 shares of Oracle worth $1.19M as of Q1 2026.
  • Financial Engines Advisors sold 9,158 Oracle shares in Q1 2026, an estimated $1.49M.
  • Oracle made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #285 holding.
  • Financial Engines Advisors first reported a position in Oracle in Q1 2017 and has held it in 23 quarters since.
  • Financial Engines Advisors's Oracle position peaked at $3.37M in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.