FAM
ORCL icon

Forte Asset Management’s Oracle ORCL Stock Holding History

Forte 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 		– Sell
-1,145
Closed -$223K – 79
2025
Q4 		$223K Buy
1,145
+65
+6% +$15.5K 0.1% 70
2025
Q3 		$304K Hold
1,080
– – 0.15% 65
2025
Q2 		$236K Buy
+1,080
New +$174K 0.12% 63

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

Forte Asset Management's ORCL Position: Q1 2026 in Review

Forte Asset Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,145 shares — an estimated $223K sold.

Forte Asset Management first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $304K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Forte Asset Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Forte Asset Management sold 1,145 Oracle shares in Q1 2026, an estimated $223K.
  • Forte Asset Management first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
  • Forte Asset Management's Oracle position peaked at $304K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.