Financial Perspectives’s Oracle ORCL Stock Holding History

Financial Perspectives’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	$667K	Hold	4,533	–	–	0.19%	74
2025 Q4	$884K	Buy	4,533 +4	+0.1%	+$952	0.24%	62
2025 Q3	$1.27M	Sell	4,529 -5	-0.1%	-$1.27K	0.35%	45
2025 Q2	$991K	Hold	4,534	–	–	0.3%	50
2025 Q1	$634K	Hold	4,534	–	–	0.22%	65
2024 Q4	$756K	Buy	4,534 +615	+16%	+$109K	0.25%	56
2024 Q3	$668K	Hold	3,919	–	–	0.23%	60
2024 Q2	$553K	Hold	3,919	–	–	0.2%	65
2024 Q1	$492K	Sell	3,919 -4	-0.1%	-$458	0.19%	72
2023 Q4	$414K	Buy	3,923 +37	+1%	+$4.04K	0.17%	76
2023 Q3	$412K	Hold	3,886	–	–	0.19%	71
2023 Q2	$463K	Hold	3,886	–	–	0.2%	71
2023 Q1	$361K	Hold	3,886	–	–	0.17%	79
2022 Q4	$318K	Hold	3,886	–	–	0.16%	83
2022 Q3	$237K	Hold	3,886	–	–	0.13%	102
2022 Q2	$272K	Hold	3,886	–	–	0.15%	91
2022 Q1	$321K	Hold	3,886	–	–	0.15%	87
2021 Q4	$339K	Hold	3,886	–	–	0.16%	84
2021 Q3	$339K	Hold	3,886	–	–	0.17%	83
2021 Q2	$302K	Sell	3,886 -268,795	-99%	-$21M	0.15%	100
2021 Q1	$3.89M	Buy	272,681 +268,795	+6,917%	+$17.4M	0.19%	93
2020 Q4	$251K	Hold	3,886	–	–	0.14%	101
2020 Q3	$232K	Buy	3,886 +2,071	+114%	+$118K	0.15%	89
2020 Q2	$100K	Hold	1,815	–	–	0.07%	140
2020 Q1	$87.7K	Hold	1,815	–	–	0.07%	122
2019 Q4	$96.2K	Buy	+1,815	New	+$99.9K	0.07%	127

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 Perspectives's ORCL Position: Q1 2026 in Review

Financial Perspectives held its Oracle (ORCL) position steady in Q1 2026 at 4,533 shares worth $667K. The position accounts for 0.19% of the portfolio, ranked #74.

Financial Perspectives first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.89M in Q1 2021. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Financial Perspectives held 4,533 shares of Oracle worth $667K as of Q1 2026.
Financial Perspectives left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.19% of Financial Perspectives's portfolio in Q1 2026, its #74 holding.
Financial Perspectives first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's Oracle position peaked at $3.89M in Q1 2021.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.