Financial Insights’s Oracle ORCL Stock Holding History

Financial Insights’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	$213K	Hold	1,445	–	–	0.07%	128
2025 Q4	$282K	Buy	1,445 +109	+8%	+$26K	0.09%	102
2025 Q3	$376K	Buy	+1,336	New	+$340K	0.12%	87
2024 Q4	–	Sell	-3,675	Closed	-$626K	–	136
2024 Q3	$626K	Hold	3,675	–	–	0.2%	73
2024 Q2	$519K	Hold	3,675	–	–	0.14%	95
2024 Q1	$462K	Hold	3,675	–	–	0.13%	111
2023 Q4	$387K	Hold	3,675	–	–	0.12%	116
2023 Q3	$380K	Hold	3,675	–	–	0.14%	104
2023 Q2	$438K	Buy	3,675 +51	+1%	+$5.27K	0.16%	107
2023 Q1	$337K	Sell	3,624 -1,030	-22%	-$90.3K	0.14%	122
2022 Q4	$380K	Buy	4,654 +1,030	+28%	+$78.3K	0.18%	98
2022 Q3	$221K	Buy	+3,624	New	+$265K	0.15%	114
2021 Q3	–	Sell	-360	Closed	-$280K	–	178
2021 Q2	$280K	Buy	+360	New	+$28.2K	0.02%	206

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 Insights's ORCL Position: Q1 2026 in Review

Financial Insights held its Oracle (ORCL) position steady in Q1 2026 at 1,445 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #128.

Financial Insights first reported a position in ORCL in Q2 2021 and has held it in 13 quarters since. The position peaked at $626K in Q3 2024. 3,470 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Financial Insights held 1,445 shares of Oracle worth $213K as of Q1 2026.
Financial Insights left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.07% of Financial Insights's portfolio in Q1 2026, its #128 holding.
Financial Insights first reported a position in Oracle in Q2 2021 and has held it in 13 quarters since.
Financial Insights's Oracle position peaked at $626K in Q3 2024.
3,470 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.