Frisch Financial Group’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$389K Buy
2,646
+30
+1% +$4.88K 0.08% 113
2025
Q4
$510K Buy
2,616
+3
+0.1% +$714 0.11% 91
2025
Q3
$735K Sell
2,613
-1,389
-35% -$354K 0.17% 73
2025
Q2
$875K Sell
4,002
-144
-3% -$23.3K 0.21% 60
2025
Q1
$580K Sell
4,146
-3
-0.1% -$488 0.16% 66
2024
Q4
$691K Buy
4,149
+6
+0.1% +$1.07K 0.21% 55
2024
Q3
$706K Sell
4,143
-370
-8% -$53.6K 0.21% 53
2024
Q2
$637K Sell
4,513
-7
-0.2% -$869 0.19% 56
2024
Q1
$568K Buy
4,520
+30
+0.7% +$3.43K 0.19% 58
2023
Q4
$473K Buy
4,490
+8
+0.2% +$873 0.18% 62
2023
Q3
$475K Sell
4,482
-229
-5% -$26.5K 0.19% 60
2023
Q2
$561K Buy
4,711
+990
+27% +$102K 0.27% 57
2023
Q1
$346K Sell
3,721
-119
-3% -$10.4K 0.13% 89
2022
Q4
$314K Buy
3,840
+15
+0.4% +$1.14K 0.12% 95
2022
Q3
$234K Buy
3,825
+14
+0.4% +$1.02K 0.1% 99
2022
Q2
$266K Sell
3,811
-229
-6% -$16.8K 0.1% 99
2022
Q1
$334K Buy
4,040
+255
+7% +$20.7K 0.11% 103
2021
Q4
$330K Buy
3,785
+10
+0.3% +$939 0.1% 114
2021
Q3
$329K Buy
3,775
+12
+0.3% +$1.06K 0.11% 106
2021
Q2
$293K Sell
3,763
-113
-3% -$8.85K 0.09% 116
2021
Q1
$272K Sell
3,876
-87
-2% -$5.63K 0.09% 117
2020
Q4
$256K Buy
3,963
+16
+0.4% +$952 0.09% 106
2020
Q3
$236K Buy
3,947
+117
+3% +$6.65K 0.1% 92
2020
Q2
$212K Sell
3,830
-316
-8% -$16.7K 0.1% 88
2020
Q1
$200K Sell
4,146
-136
-3% -$7.02K 0.12% 100
2019
Q4
$227K Buy
4,282
+221
+5% +$12.2K 0.11% 105
2019
Q3
$223K Sell
4,061
-243
-6% -$13.4K 0.13% 92
2019
Q2
$245K Sell
4,304
-83
-2% -$4.49K 0.16% 84
2019
Q1
$236K Buy
+4,387
New +$224K 0.14% 91

Other funds holding ORCL

Frisch Financial Group's ORCL Position: Q1 2026 in Review

Frisch Financial Group increased its Oracle (ORCL) stake by 1.1% in Q1 2026, buying an estimated $4.88K and bringing the position to 2,646 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #113.

Frisch Financial Group first reported a position in ORCL in Q1 2019 and has held it in 29 quarters since. The position peaked at $875K in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Frisch Financial Group held 2,646 shares of Oracle worth $389K as of Q1 2026.
  • Frisch Financial Group bought 30 Oracle shares in Q1 2026, an estimated $4.88K.
  • Oracle made up 0.08% of Frisch Financial Group's portfolio in Q1 2026, its #113 holding.
  • Frisch Financial Group first reported a position in Oracle in Q1 2019 and has held it in 29 quarters since.
  • Frisch Financial Group's Oracle position peaked at $875K in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.