Financial Gravity Asset Management’s Oracle ORCL Stock Holding History

Financial Gravity Asset Management’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	$169K	Sell	1,151 -5	-0.4%	-$813	0.03%	178
2025 Q4	$225K	Buy	1,156 +55	+5%	+$13.1K	0.04%	123
2025 Q3	$310K	Buy	+1,101	New	+$280K	0.06%	117
2025 Q1	$7.13K	Buy	+51	New	+$8.3K	﹤0.01%	671
2024 Q2	–	Sell	-161	Closed	-$17K	–	1682
2024 Q1	$17K	Sell	161 -5	-3%	-$572	﹤0.01%	394
2023 Q4	$17.5K	Buy	+166	New	+$18.1K	﹤0.01%	402
2021 Q3	$87K	Sell	17 -2	-11%	-$177	0.04%	395
2021 Q2	$78K	Buy	+19	New	+$1.49K	0.03%	425
2020 Q4	$2K	Buy	+28	New	+$1.67K	﹤0.01%	333
2019 Q4	$57K	Sell	817 -652	-44%	-$35.9K	0.04%	569
2019 Q3	$81K	Sell	1,469 -238	-14%	-$13.1K	0.07%	233
2019 Q2	$97K	Sell	1,707 -269	-14%	-$14.6K	0.08%	230
2019 Q1	$108K	Buy	+1,976	New	+$101K	0.09%	196
2018 Q3	$85K	Sell	1,789 -415	-19%	-$20.2K	0.09%	232
2018 Q2	$106K	Sell	2,204 -665	-23%	-$30.6K	0.1%	206
2018 Q1	$130K	Buy	+2,869	New	+$143K	0.13%	160

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's ORCL Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Oracle (ORCL) stake by 0.43% in Q1 2026, selling an estimated $813 and leaving 1,151 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #178.

Financial Gravity Asset Management first reported a position in ORCL in Q1 2018 and has held it in 16 quarters since. The position peaked at $310K in Q3 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Financial Gravity Asset Management held 1,151 shares of Oracle worth $169K as of Q1 2026.
Financial Gravity Asset Management sold 5 Oracle shares in Q1 2026, an estimated $813.
Oracle made up 0.03% of Financial Gravity Asset Management's portfolio in Q1 2026, its #178 holding.
Financial Gravity Asset Management first reported a position in Oracle in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Oracle position peaked at $310K in Q3 2025.
3,499 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.