Houlihan Financial Resource Group’s Oracle ORCL Stock Holding History

Houlihan Financial Resource Group’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	$618K	Hold	4,202	–	–	0.24%	70
2025 Q4	$751K	Buy	4,202 +1,950	+87%	+$464K	0.29%	61
2025 Q3	$633K	Sell	2,252 -1,770	-44%	-$451K	0.56%	42
2025 Q2	$953K	Buy	4,022 +19	+0.5%	+$3.07K	0.4%	51
2025 Q1	$560K	Buy	4,003 +1	+0%	+$163	0.25%	64
2024 Q4	$667K	Hold	4,002	–	–	0.28%	58
2024 Q3	$682K	Buy	4,002 +1	+0%	+$145	0.28%	59
2024 Q2	$565K	Buy	4,001 +30	+0.8%	+$3.73K	0.39%	41
2024 Q1	$499K	Buy	3,971 +1	+0%	+$114	0.22%	69
2023 Q4	$419K	Hold	3,970	–	–	0.2%	72
2023 Q3	$415K	Sell	3,970 -126,133	-97%	-$14.6M	0.22%	68
2023 Q2	$13.5M	Buy	130,103 +126,136	+3,180%	+$13M	0.42%	34
2023 Q1	$369K	Buy	3,967 +40	+1%	+$3.51K	0.2%	72
2022 Q4	$332K	Buy	3,927 +1	+0%	+$76	0.19%	76
2022 Q3	$278K	Buy	+3,926	New	+$287K	0.17%	72
2020 Q3	$224K	Buy	+3,919	New	+$223K	0.13%	94
2020 Q1	$208K	Buy	4,301 +1	+0%	+$52	0.18%	80
2019 Q4	$228K	Buy	+4,300	New	+$237K	0.15%	87

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Houlihan Financial Resource Group's ORCL Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Oracle (ORCL) position steady in Q1 2026 at 4,202 shares worth $618K. The position accounts for 0.24% of the portfolio, ranked #70.

Houlihan Financial Resource Group first reported a position in ORCL in Q4 2019 and has held it in 18 quarters since. The position peaked at $13.5M in Q2 2023. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Houlihan Financial Resource Group held 4,202 shares of Oracle worth $618K as of Q1 2026.
Houlihan Financial Resource Group left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.24% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #70 holding.
Houlihan Financial Resource Group first reported a position in Oracle in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's Oracle position peaked at $13.5M in Q2 2023.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.