IMA Advisory Services’s Oracle ORCL Stock Holding History

IMA Advisory Services’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	$1.67M	Buy	11,361 +10,115	+812%	+$1.64M	0.16%	98
2025 Q4	$243K	Buy	1,246 +165	+15%	+$39.3K	0.02%	171
2025 Q3	$304K	Buy	1,081 +341	+46%	+$86.8K	0.03%	154
2025 Q2	$162K	Buy	740 +10	+1%	+$1.61K	0.02%	174
2025 Q1	$102K	Buy	+730	New	+$119K	0.01%	192
2024 Q4	–	Sell	-228	Closed	-$38.9K	–	252
2024 Q3	$38.9K	Buy	+228	New	+$33K	0.01%	194
2023 Q4	–	Sell	-528	Closed	-$55.9K	–	209
2023 Q3	$55.9K	Buy	528 +100	+23%	+$11.6K	0.01%	178
2023 Q2	$51K	Buy	428 +100	+30%	+$10.3K	0.01%	179
2023 Q1	$30.5K	Hold	328	–	–	0.01%	195
2022 Q4	$26.8K	Hold	328	–	–	0.01%	210
2022 Q3	$20K	Hold	328	–	–	0.01%	218
2022 Q2	$23K	Hold	328	–	–	0.01%	221
2022 Q1	$27K	Hold	328	–	–	0.01%	184
2021 Q4	$29K	Buy	328 +100	+44%	+$9.39K	0.01%	190
2021 Q3	$20K	Hold	228	–	–	﹤0.01%	202
2021 Q2	$18K	Hold	228	–	–	﹤0.01%	207
2021 Q1	$16K	Hold	228	–	–	﹤0.01%	217
2020 Q4	$15K	Hold	228	–	–	﹤0.01%	204
2020 Q3	$14K	Buy	+228	New	+$13K	﹤0.01%	194
2018 Q4	–	Sell	-9	Closed	–	–	341
2018 Q3	$0	Buy	+9	New	+$437	﹤0.01%	422

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

IMA Advisory Services's ORCL Position: Q1 2026 in Review

IMA Advisory Services increased its Oracle (ORCL) stake by 812% in Q1 2026, buying an estimated $1.64M and bringing the position to 11,361 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #98.

IMA Advisory Services first reported a position in ORCL in Q3 2018 and has held it in 20 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

IMA Advisory Services held 11,361 shares of Oracle worth $1.67M as of Q1 2026.
IMA Advisory Services bought 10,115 Oracle shares in Q1 2026, an estimated $1.64M.
Oracle made up 0.16% of IMA Advisory Services's portfolio in Q1 2026, its #98 holding.
IMA Advisory Services first reported a position in Oracle in Q3 2018 and has held it in 20 quarters since.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.