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Gallagher Fiduciary Advisors’s Oracle ORCL Stock Holding History

Gallagher Fiduciary 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 		$358K Buy
2,434
+362
+17% +$58.8K 0.01% 238
2025
Q4 		$404K Buy
2,072
+25
+1% +$5.95K 0.01% 224
2025
Q3 		$576K Sell
2,047
-7
-0.3% -$1.78K 0.02% 137
2025
Q2 		$449K Sell
2,054
-107
-5% -$17.3K 0.02% 192
2025
Q1 		$302K Sell
2,161
-66
-3% -$10.7K 0.01% 238
2024
Q4 		$371K Sell
2,227
-470
-17% -$83.5K 0.07% 188
2024
Q3 		$460K Sell
2,697
-400
-13% -$57.9K 0.09% 126
2024
Q2 		$437K Buy
3,097
+465
+18% +$57.7K 0.1% 115
2024
Q1 		$331K Buy
2,632
+8
+0.3% +$916 0.01% 141
2023
Q4 		$277K Sell
2,624
-418
-14% -$45.6K 0.01% 152
2023
Q3 		$322K Buy
3,042
+585
+24% +$67.7K 0.03% 118
2023
Q2 		$293K Buy
2,457
+10
+0.4% +$1.03K 0.02% 161
2023
Q1 		$227K Buy
+2,447
New +$215K 0.02% 183

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

Gallagher Fiduciary Advisors's ORCL Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its Oracle (ORCL) stake by 17% in Q1 2026, buying an estimated $58.8K and bringing the position to 2,434 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #238.

Gallagher Fiduciary Advisors first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $576K in Q3 2025. 3,476 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Gallagher Fiduciary Advisors held 2,434 shares of Oracle worth $358K as of Q1 2026.
  • Gallagher Fiduciary Advisors bought 362 Oracle shares in Q1 2026, an estimated $58.8K.
  • Oracle made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #238 holding.
  • Gallagher Fiduciary Advisors first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
  • Gallagher Fiduciary Advisors's Oracle position peaked at $576K in Q3 2025.
  • 3,476 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.