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Genesee Capital Advisors’s Oracle ORCL Stock Holding History

Genesee Capital 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 		$206K Sell
1,403
-11
-0.8% -$1.79K 0.09% 128
2025
Q4 		$276K Sell
1,414
-298
-17% -$71K 0.11% 107
2025
Q3 		$482K Buy
1,712
+103
+6% +$26.2K 0.21% 80
2025
Q2 		$352K Buy
1,609
+15
+0.9% +$2.42K 0.16% 91
2025
Q1 		$223K Sell
1,594
-69
-4% -$11.2K 0.11% 106
2024
Q4 		$277K Sell
1,663
-23
-1% -$4.09K 0.13% 105
2024
Q3 		$287K Buy
1,686
+5
+0.3% +$724 0.14% 97
2024
Q2 		$237K Buy
1,681
+5
+0.3% +$621 0.12% 103
2024
Q1 		$210K Buy
+1,676
New +$192K 0.12% 110

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

Genesee Capital Advisors's ORCL Position: Q1 2026 in Review

Genesee Capital Advisors reduced its Oracle (ORCL) stake by 0.78% in Q1 2026, selling an estimated $1.79K and leaving 1,403 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #128.

Genesee Capital Advisors first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $482K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Genesee Capital Advisors held 1,403 shares of Oracle worth $206K as of Q1 2026.
  • Genesee Capital Advisors sold 11 Oracle shares in Q1 2026, an estimated $1.79K.
  • Oracle made up 0.09% of Genesee Capital Advisors's portfolio in Q1 2026, its #128 holding.
  • Genesee Capital Advisors first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Genesee Capital Advisors's Oracle position peaked at $482K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.