IAA
ORCL icon

Independent Advisor Alliance’s Oracle ORCL Stock Holding History

Independent Advisor Alliance’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 		$9.68M Sell
65,827
-4,262
-6% -$693K 0.1% 175
2025
Q4 		$13.7M Sell
70,089
-3,397
-5% -$809K 0.33% 40
2025
Q3 		$20.7M Buy
73,486
+10,779
+17% +$2.74M 0.54% 26
2025
Q2 		$13.7M Buy
62,707
+3,188
+5% +$515K 0.4% 39
2025
Q1 		$8.32M Buy
59,519
+7,524
+14% +$1.22M 0.27% 62
2024
Q4 		$8.66M Buy
51,995
+14,924
+40% +$2.65M 0.11% 184
2024
Q3 		$6.32M Sell
37,071
-348
-0.9% -$50.4K 0.23% 82
2024
Q2 		$5.28M Buy
37,419
+3,170
+9% +$394K 0.18% 98
2024
Q1 		$4.3M Buy
34,249
+4,472
+15% +$512K 0.16% 116
2023
Q4 		$3.14M Sell
29,777
-2,213
-7% -$242K 0.11% 153
2023
Q3 		$3.39M Sell
31,990
-667
-2% -$77.2K 0.15% 131
2023
Q2 		$3.89M Buy
32,657
+3,448
+12% +$357K 0.17% 110
2023
Q1 		$2.71M Sell
29,209
-12
-0% -$1.05K 0.13% 144
2022
Q4 		$2.39K Sell
29,221
-2,595
-8% -$197K ﹤0.01% 237
2022
Q3 		$1.94M Sell
31,816
-848
-3% -$62.1K 0.11% 172
2022
Q2 		$2.28M Sell
32,664
-1,523
-4% -$111K 0.13% 149
2022
Q1 		$2.83M Buy
34,187
+8,749
+34% +$709K 0.14% 136
2021
Q4 		$2.22M Buy
25,438
+2,794
+12% +$262K 0.11% 153
2021
Q3 		$1.97M Buy
22,644
+1,630
+8% +$144K 0.11% 160
2021
Q2 		$1.64M Sell
21,014
-368
-2% -$28.8K 0.09% 189
2021
Q1 		$1.5M Buy
21,382
+545
+3% +$35.3K 0.09% 186
2020
Q4 		$1.35M Sell
20,837
-24,755
-54% -$1.47M 0.09% 168
2020
Q3 		$2.72M Buy
45,592
+24,329
+114% +$1.38M 0.21% 102
2020
Q2 		$1.18M Sell
21,263
-5,027
-19% -$266K 0.13% 132
2020
Q1 		$1.27M Sell
26,290
-18,300
-41% -$944K 0.18% 98
2019
Q4 		$2.36M Buy
44,590
+16,182
+57% +$891K 0.1% 212
2019
Q3 		$1.56M Sell
28,408
-83
-0.3% -$4.58K 0.19% 109
2019
Q2 		$1.62M Buy
28,491
+5,613
+25% +$304K 0.23% 89
2019
Q1 		$1.23M Sell
22,878
-7,212
-24% -$367K 0.17% 118
2018
Q4 		$1.36M Buy
30,090
+2,785
+10% +$133K 0.24% 93
2018
Q3 		$1.38M Sell
27,305
-3,565
-12% -$173K 0.25% 95
2018
Q2 		$1.33M Sell
30,870
-5,304
-15% -$244K 0.28% 87
2018
Q1 		$1.63M Buy
36,174
+1,509
+4% +$75K 0.36% 75
2017
Q4 		$1.7M Buy
34,665
+5,549
+19% +$272K 0.38% 72
2017
Q3 		$1.41M Buy
29,116
+9,098
+45% +$453K 0.39% 70
2017
Q2 		$993K Sell
20,018
-1,201
-6% -$54.7K 0.32% 91
2017
Q1 		$944K Buy
21,219
+10,416
+96% +$434K 0.15% 167
2016
Q4 		$431K Buy
+10,803
New +$423K 0.18% 117

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

Independent Advisor Alliance's ORCL Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Oracle (ORCL) stake by 6.1% in Q1 2026, selling an estimated $693K and leaving 65,827 shares worth $9.68M. The position accounts for 0.1% of the portfolio, ranked #175.

Independent Advisor Alliance first reported a position in ORCL in Q4 2016 and has held it in 38 quarters since. The position peaked at $20.7M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Independent Advisor Alliance held 65,827 shares of Oracle worth $9.68M as of Q1 2026.
  • Independent Advisor Alliance sold 4,262 Oracle shares in Q1 2026, an estimated $693K.
  • Oracle made up 0.1% of Independent Advisor Alliance's portfolio in Q1 2026, its #175 holding.
  • Independent Advisor Alliance first reported a position in Oracle in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Oracle position peaked at $20.7M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.