FRG Family Wealth Advisors’s Oracle ORCL Stock Holding History

FRG Family 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	$952K	Sell	6,471 -1,944	-23%	-$316K	0.16%	92
2025 Q4	$1.64M	Sell	8,415 -400	-5%	-$95.2K	0.25%	63
2025 Q3	$2.48M	Buy	8,815 +100	+1%	+$25.5K	0.4%	51
2025 Q2	$1.91M	Hold	8,715	–	–	0.33%	50
2025 Q1	$1.22M	Buy	8,715 +54	+0.6%	+$8.79K	0.24%	68
2024 Q4	$1.44M	Hold	8,661	–	–	0.26%	57
2024 Q3	$1.48M	Hold	8,661	–	–	0.26%	61
2024 Q2	$1.11M	Hold	8,661	–	–	0.22%	73
2024 Q1	$985K	Hold	8,661	–	–	0.19%	76
2023 Q4	$913K	Hold	8,661	–	–	0.19%	80
2023 Q3	$917K	Sell	8,661 -121	-1%	-$14K	0.21%	77
2023 Q2	$1.05M	Buy	8,782 +121	+1%	+$12.5K	0.23%	70
2023 Q1	$805K	Sell	8,661 -400	-4%	-$35.1K	0.18%	86
2022 Q4	$741K	Hold	9,061	–	–	0.18%	92
2022 Q3	$553K	Hold	9,061	–	–	0.14%	93
2022 Q2	$633K	Hold	9,061	–	–	0.15%	94
2022 Q1	$750K	Hold	9,061	–	–	0.15%	87
2021 Q4	$790K	Hold	9,061	–	–	0.15%	83
2021 Q3	$789K	Sell	9,061 -610	-6%	-$53.9K	0.16%	86
2021 Q2	$753K	Hold	9,671	–	–	0.14%	91
2021 Q1	$679K	Sell	9,671 -500	-5%	-$32.4K	0.14%	90
2020 Q4	$658K	Hold	10,171	–	–	0.14%	88
2020 Q3	$607K	Hold	10,171	–	–	0.15%	88
2020 Q2	$562K	Hold	10,171	–	–	0.15%	87
2020 Q1	$492K	Hold	10,171	–	–	0.15%	85
2019 Q4	$539K	Hold	10,171	–	–	0.13%	89
2019 Q3	$560K	Sell	10,171 -775	-7%	-$42.8K	0.14%	86
2019 Q2	$624K	Sell	10,946 -4,475	-29%	-$242K	0.16%	87
2019 Q1	$828K	Sell	15,421 -4,770	-24%	-$243K	0.23%	83
2018 Q4	$912K	Sell	20,191 -4,650	-19%	-$223K	0.3%	79
2018 Q3	$1.28M	Sell	24,841 -700	-3%	-$34K	0.35%	75
2018 Q2	$1.13M	Sell	25,541 -580	-2%	-$26.7K	0.34%	78
2018 Q1	$1.2M	Buy	26,121 +130	+0.5%	+$6.46K	0.4%	78
2017 Q4	$1.23M	Sell	25,991 -500	-2%	-$24.5K	0.4%	78
2017 Q3	$1.28M	Hold	26,491	–	–	0.44%	72
2017 Q2	$1.33M	Buy	26,491 +340	+1%	+$15.5K	0.49%	66
2017 Q1	$1.17M	Sell	26,151 -1,600	-6%	-$66.6K	0.46%	69
2016 Q4	$1.07M	Hold	27,751	–	–	0.45%	71
2016 Q3	$1.09M	Hold	27,751	–	–	0.49%	66
2016 Q2	$1.14M	Buy	27,751 +66	+0.2%	+$2.63K	0.51%	67
2016 Q1	$1.13M	Hold	27,685	–	–	0.55%	65
2015 Q4	$1.01M	Buy	+27,685	New	+$1.06M	0.49%	69

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

FRG Family Wealth Advisors's ORCL Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Oracle (ORCL) stake by 23% in Q1 2026, selling an estimated $316K and leaving 6,471 shares worth $952K. The position accounts for 0.16% of the portfolio, ranked #92.

FRG Family Wealth Advisors first reported a position in ORCL in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.48M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

FRG Family Wealth Advisors held 6,471 shares of Oracle worth $952K as of Q1 2026.
FRG Family Wealth Advisors sold 1,944 Oracle shares in Q1 2026, an estimated $316K.
Oracle made up 0.16% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #92 holding.
FRG Family Wealth Advisors first reported a position in Oracle in Q4 2015 and has held it in 42 quarters since.
FRG Family Wealth Advisors's Oracle position peaked at $2.48M in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.