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IFC Advisors’s Oracle ORCL Stock Holding History

IFC 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 		– Sell
-2,158
Closed -$421K – 176
2025
Q4 		$421K Buy
2,158
+671
+45% +$160K 0.06% 113
2025
Q3 		$418K Buy
1,487
+274
+23% +$69.8K 0.08% 116
2025
Q2 		$265K Buy
+1,213
New +$196K 0.05% 152
2025
Q1 		– Sell
-1,615
Closed -$269K – 172
2024
Q4 		$269K Buy
+1,615
New +$287K 0.06% 124

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

IFC Advisors's ORCL Position: Q1 2026 in Review

IFC Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 2,158 shares — an estimated $421K sold.

IFC Advisors first reported a position in ORCL in Q4 2024 and held it in 4 quarters. The position peaked at $421K in Q4 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • IFC Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • IFC Advisors sold 2,158 Oracle shares in Q1 2026, an estimated $421K.
  • IFC Advisors first reported a position in Oracle in Q4 2024 and held it in 4 quarters.
  • IFC Advisors's Oracle position peaked at $421K in Q4 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.