ICW Investment Advisors’s Oracle ORCL Stock Holding History

ICW Investment 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	$721K	Buy	4,899 +902	+23%	+$147K	0.26%	107
2025 Q4	$779K	Buy	3,997 +170	+4%	+$40.5K	0.28%	103
2025 Q3	$1.08M	Buy	3,827 +390	+11%	+$99.3K	0.39%	94
2025 Q2	$751K	Buy	3,437 +365	+12%	+$58.9K	0.3%	106
2025 Q1	$429K	Buy	3,072 +51	+2%	+$8.3K	0.18%	122
2024 Q4	$503K	Buy	3,021 +6	+0.2%	+$1.07K	0.21%	117
2024 Q3	$514K	Buy	3,015 +154	+5%	+$22.3K	0.21%	117
2024 Q2	$404K	Buy	2,861 +32	+1%	+$3.97K	0.18%	121
2024 Q1	$355K	Buy	2,829 +400	+16%	+$45.8K	0.16%	127
2023 Q4	$256K	Buy	2,429 +368	+18%	+$40.2K	0.12%	134
2023 Q3	$218K	Buy	2,061 +20	+1%	+$2.31K	0.12%	134
2023 Q2	$243K	Buy	+2,041	New	+$211K	0.13%	128
2020 Q1	–	Sell	-1,385	Closed	-$73K	–	153
2019 Q4	$73K	Buy	+1,385	New	+$76.2K	0.06%	133

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

ICW Investment Advisors's ORCL Position: Q1 2026 in Review

ICW Investment Advisors increased its Oracle (ORCL) stake by 23% in Q1 2026, buying an estimated $147K and bringing the position to 4,899 shares worth $721K. The position accounts for 0.26% of the portfolio, ranked #107.

ICW Investment Advisors first reported a position in ORCL in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.08M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

ICW Investment Advisors held 4,899 shares of Oracle worth $721K as of Q1 2026.
ICW Investment Advisors bought 902 Oracle shares in Q1 2026, an estimated $147K.
Oracle made up 0.26% of ICW Investment Advisors's portfolio in Q1 2026, its #107 holding.
ICW Investment Advisors first reported a position in Oracle in Q4 2019 and has held it in 13 quarters since.
ICW Investment Advisors's Oracle position peaked at $1.08M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.