FFA
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First Foundation Advisors’s Oracle ORCL Stock Holding History

First Foundation 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 		$1.99M Sell
13,514
-1,009
-7% -$164K 0.08% 144
2025
Q4 		$2.83M Sell
14,523
-47,463
-77% -$11.3M 0.11% 117
2025
Q3 		$17.4M Buy
61,986
+50,348
+433% +$12.8M 0.64% 30
2025
Q2 		$2.54M Buy
11,638
+729
+7% +$118K 0.09% 124
2025
Q1 		$1.53M Sell
10,909
-1,272
-10% -$207K 0.06% 141
2024
Q4 		$2.03M Sell
12,181
-25
-0.2% -$4.44K 0.08% 124
2024
Q3 		$2.08M Sell
12,206
-210
-2% -$30.4K 0.08% 124
2024
Q2 		$1.75M Buy
12,416
+1,176
+10% +$146K 0.07% 127
2024
Q1 		$1.41M Sell
11,240
-102
-0.9% -$11.7K 0.06% 142
2023
Q4 		$1.2M Sell
11,342
-2,574
-18% -$281K 0.05% 157
2023
Q3 		$1.47M Buy
13,916
+2,937
+27% +$340K 0.07% 145
2023
Q2 		$1.31M Buy
10,979
+766
+8% +$79.2K 0.06% 162
2023
Q1 		$949K Sell
10,213
-1,179
-10% -$103K 0.04% 178
2022
Q4 		$931K Sell
11,392
-1,594
-12% -$121K 0.04% 186
2022
Q3 		$793K Buy
12,986
+179
+1% +$13.1K 0.04% 190
2022
Q2 		$895K Buy
12,807
+568
+5% +$41.6K 0.04% 187
2022
Q1 		$1.01M Buy
12,239
+2,115
+21% +$171K 0.04% 188
2021
Q4 		$883K Sell
10,124
-42
-0.4% -$3.94K 0.03% 212
2021
Q3 		$886K Buy
10,166
+431
+4% +$38.1K 0.03% 210
2021
Q2 		$758K Buy
9,735
+532
+6% +$41.6K 0.03% 239
2021
Q1 		$646K Sell
9,203
-1,663
-15% -$108K 0.03% 241
2020
Q4 		$703K Buy
10,866
+396
+4% +$23.6K 0.03% 230
2020
Q3 		$625K Sell
10,470
-1,702
-14% -$96.7K 0.03% 218
2020
Q2 		$673K Sell
12,172
-232
-2% -$12.3K 0.03% 203
2020
Q1 		$600K Buy
12,404
+1,725
+16% +$89K 0.04% 206
2019
Q4 		$566K Sell
10,679
-677
-6% -$37.3K 0.03% 230
2019
Q3 		$625K Sell
11,356
-810
-7% -$44.7K 0.03% 207
2019
Q2 		$693K Sell
12,166
-224
-2% -$12.1K 0.04% 193
2019
Q1 		$665K Sell
12,390
-6,489
-34% -$331K 0.04% 190
2018
Q4 		$852K Sell
18,879
-9,351
-33% -$448K 0.05% 201
2018
Q3 		$1.46M Sell
28,230
-332,706
-92% -$16.2M 0.08% 139
2018
Q2 		$15.9M Sell
360,936
-370,989
-51% -$17.1M 0.93% 32
2018
Q1 		$33.5M Buy
731,925
+6,726
+0.9% +$334K 1.87% 15
2017
Q4 		$34.3M Sell
725,199
-31,665
-4% -$1.55M 1.85% 15
2017
Q3 		$36.6M Buy
756,864
+21,049
+3% +$1.05M 2.08% 12
2017
Q2 		$36.9M Buy
735,815
+23,386
+3% +$1.07M 2.17% 14
2017
Q1 		$31.8M Buy
712,429
+41,370
+6% +$1.72M 1.97% 14
2016
Q4 		$25.8M Buy
671,059
+12,824
+2% +$502K 1.69% 21
2016
Q3 		$25.9M Sell
658,235
-41,950
-6% -$1.71M 1.79% 16
2016
Q2 		$28.7M Sell
700,185
-47,521
-6% -$1.9M 2.06% 12
2016
Q1 		$30.6M Buy
747,706
+57,977
+8% +$2.15M 2.22% 9
2015
Q4 		$25.2M Buy
689,729
+40,658
+6% +$1.55M 1.72% 15
2015
Q3 		$23.4M Sell
649,071
-7,172
-1% -$276K 1.93% 15
2015
Q2 		$26.4M Buy
656,243
+8,979
+1% +$389K 2.1% 13
2015
Q1 		$27.9M Buy
647,264
+73,776
+13% +$3.2M 2.34% 9
2014
Q4 		$25.8M Buy
573,488
+10,398
+2% +$423K 2.27% 8
2014
Q3 		$21.6M Buy
563,090
+7,968
+1% +$323K 2.15% 13
2014
Q2 		$22.5M Buy
555,122
+13,492
+2% +$555K 2.45% 9
2014
Q1 		$22.2M Buy
541,630
+7,345
+1% +$280K 2.75% 8
2013
Q4 		$20.4M Buy
534,285
+259,068
+94% +$8.91M 2.75% 10
2013
Q3 		$9.13M Buy
275,217
+258,123
+1,510% +$8.37M 1.42% 34
2013
Q2 		$525K Buy
+17,094
New +$567K 0.1% 72

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

First Foundation Advisors's ORCL Position: Q1 2026 in Review

First Foundation Advisors reduced its Oracle (ORCL) stake by 6.9% in Q1 2026, selling an estimated $164K and leaving 13,514 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #144.

First Foundation Advisors first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.9M in Q2 2017. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • First Foundation Advisors held 13,514 shares of Oracle worth $1.99M as of Q1 2026.
  • First Foundation Advisors sold 1,009 Oracle shares in Q1 2026, an estimated $164K.
  • Oracle made up 0.08% of First Foundation Advisors's portfolio in Q1 2026, its #144 holding.
  • First Foundation Advisors first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • First Foundation Advisors's Oracle position peaked at $36.9M in Q2 2017.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.