Icon Wealth Advisors’s Oracle ORCL Stock Holding History

Icon 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	$4.66M	Sell	28,427 -17,227	-38%	-$2.8M	0.3%	54
2025 Q4	$8.9M	Sell	45,654 -1,052	-2%	-$250K	0.59%	38
2025 Q3	$13.1M	Sell	46,706 -8,810	-16%	-$2.24M	0.89%	26
2025 Q2	$12.1M	Buy	55,516 +678	+1%	+$109K	0.86%	26
2025 Q1	$7.67M	Buy	54,838 +8,231	+18%	+$1.34M	0.63%	35
2024 Q4	$7.77M	Buy	46,607 +8,442	+22%	+$1.5M	0.64%	31
2024 Q3	$6.5M	Buy	38,165 +23,598	+162%	+$3.42M	0.54%	35
2024 Q2	$2.03M	Sell	14,567 -86	-0.6%	-$10.7K	0.18%	91
2024 Q1	$1.84M	Buy	14,653 +8,882	+154%	+$1.02M	0.17%	102
2023 Q4	$608K	Buy	+5,771	New	+$630K	0.06%	167
2022 Q4	$1.18M	Sell	14,411 -22	-0.2%	-$1.67K	0.14%	123
2022 Q3	$881K	Buy	+14,433	New	+$1.06M	0.11%	143

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

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

Icon Wealth Advisors reduced its Oracle (ORCL) stake by 38% in Q1 2026, selling an estimated $2.8M and leaving 28,427 shares worth $4.66M. The position accounts for 0.3% of the portfolio, ranked #54.

Icon Wealth Advisors first reported a position in ORCL in Q3 2022 and has held it in 12 quarters since. The position peaked at $13.1M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Icon Wealth Advisors held 28,427 shares of Oracle worth $4.66M as of Q1 2026.
Icon Wealth Advisors sold 17,227 Oracle shares in Q1 2026, an estimated $2.8M.
Oracle made up 0.3% of Icon Wealth Advisors's portfolio in Q1 2026, its #54 holding.
Icon Wealth Advisors first reported a position in Oracle in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Oracle position peaked at $13.1M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.