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Guardian Wealth Advisors (North Carolina)’s Oracle ORCL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.73M Buy
11,767
+649
+6% +$105K 0.11% 114
2025
Q4 		$2.17M Sell
11,118
-194
-2% -$46.2K 0.13% 101
2025
Q3 		$3.18M Sell
11,312
-929
-8% -$237K 0.21% 72
2025
Q2 		$2.68M Buy
12,241
+616
+5% +$99.5K 0.19% 78
2025
Q1 		$1.63M Buy
11,625
+1,136
+11% +$185K 0.13% 100
2024
Q4 		$1.75M Buy
10,489
+3,915
+60% +$695K 0.14% 94
2024
Q3 		$1.12M Sell
6,574
-34
-0.5% -$4.92K 0.12% 96
2024
Q2 		$933K Sell
6,608
-126
-2% -$15.6K 0.11% 102
2024
Q1 		$846K Buy
6,734
+224
+3% +$25.6K 0.1% 112
2023
Q4 		$686K Sell
6,510
-435
-6% -$47.5K 0.1% 111
2023
Q3 		$736K Buy
6,945
+3,400
+96% +$394K 0.13% 99
2023
Q2 		$422K Buy
3,545
+413
+13% +$42.7K 0.07% 142
2023
Q1 		$291K Buy
3,132
+194
+7% +$17K 0.05% 169
2022
Q4 		$240K Buy
+2,938
New +$223K 0.05% 175

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

Guardian Wealth Advisors (North Carolina)'s ORCL Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Oracle (ORCL) stake by 5.8% in Q1 2026, buying an estimated $105K and bringing the position to 11,767 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #114.

Guardian Wealth Advisors (North Carolina) first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.18M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 11,767 shares of Oracle worth $1.73M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 649 Oracle shares in Q1 2026, an estimated $105K.
  • Oracle made up 0.11% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #114 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Oracle position peaked at $3.18M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.