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Fort Sheridan Advisors’s Oracle ORCL Stock Holding History

Fort Sheridan 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 		$2.6M Sell
17,661
-3,970
-18% -$645K 0.31% 62
2025
Q4 		$4.22M Sell
21,631
-1,645
-7% -$392K 0.54% 37
2025
Q3 		$6.55M Buy
23,276
+1,034
+5% +$263K 0.86% 26
2025
Q2 		$4.86M Sell
22,242
-400
-2% -$64.6K 0.69% 31
2025
Q1 		$3.17M Sell
22,642
-375
-2% -$61.1K 0.48% 42
2024
Q4 		$3.84M Buy
23,017
+150
+0.7% +$26.6K 0.56% 33
2024
Q3 		$3.9M Buy
22,867
+1,140
+5% +$165K 0.59% 34
2024
Q2 		$3.07M Buy
21,727
+200
+0.9% +$24.8K 0.5% 42
2024
Q1 		$2.7M Buy
21,527
+30
+0.1% +$3.43K 0.51% 39
2023
Q4 		$2.27M Buy
21,497
+490
+2% +$53.5K 0.45% 44
2023
Q3 		$2.23M Buy
21,007
+4,715
+29% +$546K 0.5% 42
2023
Q2 		$1.94M Buy
16,292
+4,700
+41% +$486K 0.44% 42
2023
Q1 		$1.08M Sell
11,592
-62
-0.5% -$5.44K 0.27% 67
2022
Q4 		$953K Sell
11,654
-500
-4% -$38K 0.31% 58
2022
Q3 		$742K Buy
12,154
+100
+0.8% +$7.32K 0.25% 74
2022
Q2 		$842K Buy
12,054
+2,050
+20% +$150K 0.27% 65
2022
Q1 		$828K Hold
10,004
– – 0.24% 71
2021
Q4 		$872K Buy
10,004
+900
+10% +$84.5K 0.25% 68
2021
Q3 		$793K Hold
9,104
– – 0.26% 71
2021
Q2 		$709K Buy
9,104
+4,170
+85% +$326K 0.24% 77
2021
Q1 		$346K Buy
4,934
+700
+17% +$45.3K 0.14% 101
2020
Q4 		$274K Sell
4,234
-200
-5% -$11.9K 0.13% 101
2020
Q3 		$265K Hold
4,434
– – 0.16% 86
2020
Q2 		$245K Hold
4,434
– – 0.15% 83
2020
Q1 		$214K Hold
4,434
– – 0.16% 77
2019
Q4 		$235K Hold
4,434
– – 0.13% 93
2019
Q3 		$244K Hold
4,434
– – 0.14% 82
2019
Q2 		$253K Hold
4,434
– – 0.15% 74
2019
Q1 		$238K Buy
+4,434
New +$226K 0.16% 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

Fort Sheridan Advisors's ORCL Position: Q1 2026 in Review

Fort Sheridan Advisors reduced its Oracle (ORCL) stake by 18% in Q1 2026, selling an estimated $645K and leaving 17,661 shares worth $2.6M. The position accounts for 0.31% of the portfolio, ranked #62.

Fort Sheridan Advisors first reported a position in ORCL in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.55M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Fort Sheridan Advisors held 17,661 shares of Oracle worth $2.6M as of Q1 2026.
  • Fort Sheridan Advisors sold 3,970 Oracle shares in Q1 2026, an estimated $645K.
  • Oracle made up 0.31% of Fort Sheridan Advisors's portfolio in Q1 2026, its #62 holding.
  • Fort Sheridan Advisors first reported a position in Oracle in Q1 2019 and has held it in 29 quarters since.
  • Fort Sheridan Advisors's Oracle position peaked at $6.55M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.