Independent Family Office’s Oracle ORCL Stock Holding History

Independent Family Office’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	$277K	Hold	1,884	–	–	0.11%	79
2025 Q4	$367K	Hold	1,884	–	–	0.15%	61
2025 Q3	$530K	Hold	1,884	–	–	0.22%	53
2025 Q2	$412K	Hold	1,884	–	–	0.19%	56
2025 Q1	$263K	Hold	1,884	–	–	0.14%	64
2024 Q4	$314K	Hold	1,884	–	–	0.16%	57
2024 Q3	$321K	Hold	1,884	–	–	0.16%	58
2024 Q2	$266K	Hold	1,884	–	–	0.15%	58
2024 Q1	$237K	Buy	+1,884	New	+$216K	0.13%	69
2023 Q3	–	Sell	-1,884	Closed	-$224K	–	72
2023 Q2	$224K	Buy	+1,884	New	+$195K	0.14%	62

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

Independent Family Office's ORCL Position: Q1 2026 in Review

Independent Family Office held its Oracle (ORCL) position steady in Q1 2026 at 1,884 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #79.

Independent Family Office first reported a position in ORCL in Q2 2023 and has held it in 10 quarters since. The position peaked at $530K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Independent Family Office held 1,884 shares of Oracle worth $277K as of Q1 2026.
Independent Family Office left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.11% of Independent Family Office's portfolio in Q1 2026, its #79 holding.
Independent Family Office first reported a position in Oracle in Q2 2023 and has held it in 10 quarters since.
Independent Family Office's Oracle position peaked at $530K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.