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Forvis Mazars Wealth Advisors’s Oracle ORCL Stock Holding History

Forvis Mazars Wealth 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 		$7.67M Sell
52,167
-4,434
-8% -$721K 0.15% 71
2025
Q4 		$11M Sell
56,601
-169
-0.3% -$40.2K 0.21% 56
2025
Q3 		$16M Sell
56,770
-92
-0.2% -$23.4K 0.32% 44
2025
Q2 		$12.4M Buy
56,862
+3,938
+7% +$636K 0.27% 48
2025
Q1 		$7.4M Buy
52,924
+4,916
+10% +$800K 0.18% 70
2024
Q4 		$8M Buy
48,008
+3,023
+7% +$537K 0.18% 67
2024
Q3 		$7.67M Buy
44,985
+10,112
+29% +$1.46M 0.18% 73
2024
Q2 		$4.92M Buy
34,873
+5,180
+17% +$643K 0.12% 90
2024
Q1 		$3.73M Sell
29,693
-191
-0.6% -$21.9K 0.09% 108
2023
Q4 		$3.15M Buy
29,884
+343
+1% +$37.4K 0.09% 114
2023
Q3 		$3.13M Buy
29,541
+3,634
+14% +$421K 0.09% 112
2023
Q2 		$3.09M Buy
25,907
+14,180
+121% +$1.47M 0.09% 134
2023
Q1 		$1.09M Sell
11,727
-112
-0.9% -$9.82K 0.04% 193
2022
Q4 		$968K Sell
11,839
-252
-2% -$19.2K 0.03% 204
2022
Q3 		$739K Sell
12,091
-1,588
-12% -$116K 0.03% 222
2022
Q2 		$956K Buy
13,679
+1,415
+12% +$104K 0.04% 191
2022
Q1 		$1.01M Buy
12,264
+1,802
+17% +$146K 0.04% 144
2021
Q4 		$912K Buy
10,462
+859
+9% +$80.7K 0.04% 144
2021
Q3 		$837K Sell
9,603
-445
-4% -$39.3K 0.04% 142
2021
Q2 		$782K Sell
10,048
-1,871
-16% -$146K 0.04% 142
2021
Q1 		$836K Sell
11,919
-5,509
-32% -$357K 0.04% 139
2020
Q4 		$1.13M Buy
17,428
+1,147
+7% +$68.3K 0.06% 141
2020
Q3 		$972K Sell
16,281
-302
-2% -$17.2K 0.06% 139
2020
Q2 		$917K Buy
16,583
+531
+3% +$28.1K 0.06% 137
2020
Q1 		$776K Sell
16,052
-106
-0.7% -$5.47K 0.06% 130
2019
Q4 		$856K Buy
16,158
+1,572
+11% +$86.5K 0.06% 128
2019
Q3 		$803K Buy
14,586
+241
+2% +$13.3K 0.06% 121
2019
Q2 		$817K Sell
14,345
-1,492
-9% -$80.7K 0.07% 121
2019
Q1 		$851K Buy
15,837
+165
+1% +$8.41K 0.07% 116
2018
Q4 		$708K Sell
15,672
-1,710
-10% -$81.9K 0.07% 110
2018
Q3 		$896K Buy
17,382
+91
+0.5% +$4.42K 0.08% 105
2018
Q2 		$762K Sell
17,291
-422
-2% -$19.4K 0.07% 113
2018
Q1 		$810K Buy
17,713
+70
+0.4% +$3.48K 0.08% 113
2017
Q4 		$834K Sell
17,643
-1,181
-6% -$57.9K 0.08% 108
2017
Q3 		$910K Sell
18,824
-1,091
-5% -$54.3K 0.1% 97
2017
Q2 		$999K Buy
19,915
+1,472
+8% +$67.1K 0.11% 94
2017
Q1 		$823K Sell
18,443
-98
-0.5% -$4.08K 0.1% 90
2016
Q4 		$713K Buy
18,541
+635
+4% +$24.8K 0.09% 96
2016
Q3 		$703K Buy
17,906
+285
+2% +$11.6K 0.1% 95
2016
Q2 		$721K Sell
17,621
-1,499
-8% -$59.9K 0.11% 90
2016
Q1 		$782K Sell
19,120
-994
-5% -$36.8K 0.12% 89
2015
Q4 		$735K Buy
20,114
+1,126
+6% +$43K 0.11% 87
2015
Q3 		$686K Buy
18,988
+2,010
+12% +$77.3K 0.12% 84
2015
Q2 		$684K Sell
16,978
-2,861
-14% -$124K 0.1% 90
2015
Q1 		$856K Buy
19,839
+1,726
+10% +$74.8K 0.12% 86
2014
Q4 		$815K Buy
18,113
+3,409
+23% +$139K 0.13% 79
2014
Q3 		$563K Sell
14,704
-2,324
-14% -$94.1K 0.1% 87
2014
Q2 		$690K Sell
17,028
-2,220
-12% -$91.3K 0.12% 80
2014
Q1 		$787K Buy
19,248
+60
+0.3% +$2.28K 0.14% 87
2013
Q4 		$734K Buy
19,188
+388
+2% +$13.3K 0.14% 85
2013
Q3 		$624K Sell
18,800
-305
-2% -$9.89K 0.13% 92
2013
Q2 		$587K Buy
+19,105
New +$634K 0.46% 58

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

Forvis Mazars Wealth Advisors's ORCL Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Oracle (ORCL) stake by 7.8% in Q1 2026, selling an estimated $721K and leaving 52,167 shares worth $7.67M. The position accounts for 0.15% of the portfolio, ranked #71.

Forvis Mazars Wealth Advisors first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $16M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 52,167 shares of Oracle worth $7.67M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 4,434 Oracle shares in Q1 2026, an estimated $721K.
  • Oracle made up 0.15% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Forvis Mazars Wealth Advisors's Oracle position peaked at $16M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.