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Helium Advisors’s Oracle ORCL Stock Holding History

Helium 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 		$997K Sell
6,774
-281
-4% -$45.7K 0.95% 30
2025
Q4 		$1.38M Buy
7,055
+175
+3% +$41.7K 1.39% 19
2025
Q3 		$1.93M Sell
6,880
-647
-9% -$165K 1.62% 15
2025
Q2 		$1.65M Buy
+7,527
New +$1.22M 1.04% 19

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

Helium Advisors's ORCL Position: Q1 2026 in Review

Helium Advisors reduced its Oracle (ORCL) stake by 4% in Q1 2026, selling an estimated $45.7K and leaving 6,774 shares worth $997K. The position accounts for 0.95% of the portfolio, ranked #30.

Helium Advisors first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.93M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Helium Advisors held 6,774 shares of Oracle worth $997K as of Q1 2026.
  • Helium Advisors sold 281 Oracle shares in Q1 2026, an estimated $45.7K.
  • Oracle made up 0.95% of Helium Advisors's portfolio in Q1 2026, its #30 holding.
  • Helium Advisors first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Helium Advisors's Oracle position peaked at $1.93M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.