IA
ORCL icon

IAM Advisory’s Oracle ORCL Stock Holding History

IAM Advisory’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 		– Sell
-1,030
Closed -$201K – 108
2025
Q4 		$201K Sell
1,030
-393
-28% -$93.6K 0.04% 103
2025
Q3 		$400K Buy
1,423
+103
+8% +$26.2K 0.09% 75
2025
Q2 		$289K Buy
+1,320
New +$213K 0.07% 81
2025
Q1 		– Sell
-1,569
Closed -$261K – 104
2024
Q4 		$261K Sell
1,569
-25
-2% -$4.44K 0.07% 89
2024
Q3 		$272K Buy
1,594
+5
+0.3% +$724 0.07% 88
2024
Q2 		$224K Sell
1,589
-22
-1% -$2.73K 0.06% 94
2024
Q1 		$202K Buy
+1,611
New +$184K 0.06% 99

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IAM Advisory's ORCL Position: Q1 2026 in Review

IAM Advisory sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,030 shares — an estimated $201K sold.

IAM Advisory first reported a position in ORCL in Q1 2024 and held it in 7 quarters. The position peaked at $400K in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • IAM Advisory reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • IAM Advisory sold 1,030 Oracle shares in Q1 2026, an estimated $201K.
  • IAM Advisory first reported a position in Oracle in Q1 2024 and held it in 7 quarters.
  • IAM Advisory's Oracle position peaked at $400K in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on IAM Advisory's 13F filing for Q1 2026, filed 10 Apr 2026.