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IBEX Wealth Advisors’s Oracle ORCL Stock Holding History

IBEX Wealth 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 		$279K Buy
+1,898
New +$309K 0.03% 190
2025
Q4 		– Sell
-22,304
Closed -$6.27M – 177
2025
Q3 		$6.27M Buy
22,304
+20,207
+964% +$5.15M 0.6% 53
2025
Q2 		$458K Buy
+2,097
New +$339K 0.05% 153
2025
Q1 		– Sell
-8,121
Closed -$1.35M – 185
2024
Q4 		$1.35M Sell
8,121
-10,449
-56% -$1.86M 0.16% 101
2024
Q3 		$666K Sell
18,570
-27,544
-60% -$3.99M 0.18% 65
2024
Q2 		$6.51M Buy
+46,114
New +$5.73M 1.02% 29
2024
Q1 		– Sell
-7
Closed -$759 – 143
2023
Q4 		$759 Sell
7
-17,349
-100% -$1.89M 0.17% 67
2023
Q3 		$1.84M Buy
+17,356
New +$2.01M 0.47% 62
2023
Q1 		$1.41M Buy
+15,157
New +$1.33M 0.37% 67
2022
Q1 		– Sell
-20,030
Closed -$1.75M – 198
2021
Q4 		$1.75M Buy
20,030
+1,486
+8% +$140K 0.31% 95
2021
Q3 		$1.62M Buy
18,544
+954
+5% +$84.3K 0.31% 98
2021
Q2 		$1.37M Buy
+17,590
New +$1.38M 0.27% 102
2020
Q2 		– Sell
-39,152
Closed -$1.89M – 107
2020
Q1 		$1.89M Buy
39,152
+25,830
+194% +$1.33M 0.74% 56
2019
Q4 		$706K Buy
+13,322
New +$733K 0.22% 90
2019
Q3 		– Sell
-3,096
Closed -$176K – 291
2019
Q2 		$176K Buy
+3,096
New +$168K 0.05% 141
2018
Q1 		– Sell
-5,814
Closed -$284K – 112
2017
Q4 		$284K Buy
5,814
+167
+3% +$8.19K 0.13% 84
2017
Q3 		$273K Sell
5,647
-153
-3% -$7.61K 0.1% 113
2017
Q2 		$287K Buy
+5,800
New +$264K 0.11% 112
2017
Q1 		– Sell
-5,804
Closed -$231K – 277
2016
Q4 		$231K Sell
5,804
-124
-2% -$4.85K 0.11% 107
2016
Q3 		$233K Buy
+5,928
New +$242K 0.13% 105

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

IBEX Wealth Advisors's ORCL Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Oracle (ORCL) in Q1 2026: 1,898 shares worth $279K. The stake represents 0.03% of the portfolio and ranks #190 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in ORCL as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in ORCL in Q3 2016 and has held it in 20 quarters since. The position peaked at $6.51M in Q2 2024. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • IBEX Wealth Advisors held 1,898 shares of Oracle worth $279K as of Q1 2026.
  • Oracle was a new IBEX Wealth Advisors position in Q1 2026.
  • Oracle made up 0.03% of IBEX Wealth Advisors's portfolio in Q1 2026, its #190 holding.
  • IBEX Wealth Advisors first reported a position in Oracle in Q3 2016 and has held it in 20 quarters since.
  • IBEX Wealth Advisors's Oracle position peaked at $6.51M in Q2 2024.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.