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Insight Advisors’s Oracle ORCL Stock Holding History

Insight 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 		$352K Sell
2,389
-737
-24% -$120K 0.07% 168
2025
Q4 		$610K Buy
3,126
+54
+2% +$12.9K 0.09% 139
2025
Q3 		$865K Buy
3,072
+112
+4% +$28.5K 0.13% 106
2025
Q2 		$647K Buy
2,960
+5
+0.2% +$807 0.1% 126
2025
Q1 		$413K Sell
2,955
-115
-4% -$18.7K 0.07% 175
2024
Q4 		$512K Sell
3,070
-32
-1% -$5.68K 0.09% 155
2024
Q3 		$529K Sell
3,102
-37
-1% -$5.36K 0.09% 154
2024
Q2 		$443K Buy
3,139
+254
+9% +$31.5K 0.08% 170
2024
Q1 		$362K Buy
2,885
+108
+4% +$12.4K 0.07% 207
2023
Q4 		$293K Sell
2,777
-86
-3% -$9.39K 0.06% 216
2023
Q3 		$303K Buy
2,863
+151
+6% +$17.5K 0.07% 202
2023
Q2 		$323K Buy
2,712
+526
+24% +$54.4K 0.07% 200
2023
Q1 		$203K Sell
2,186
-998
-31% -$87.5K 0.05% 282
2022
Q4 		$265K Buy
+3,184
New +$242K 0.09% 263
2022
Q3 		– Sell
-3,191
Closed -$240K – 301
2022
Q2 		$240K Buy
3,191
+20
+0.6% +$1.46K 0.08% 263
2022
Q1 		$263K Buy
+3,171
New +$257K 0.08% 264
2021
Q4 		– Sell
-2,164
Closed -$207K – 326
2021
Q3 		$207K Sell
2,164
-573
-21% -$50.6K 0.06% 293
2021
Q2 		$240K Sell
2,737
-1,123
-29% -$87.9K 0.08% 273
2021
Q1 		$294K Buy
+3,860
New +$250K 0.09% 265

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

Insight Advisors's ORCL Position: Q1 2026 in Review

Insight Advisors reduced its Oracle (ORCL) stake by 24% in Q1 2026, selling an estimated $120K and leaving 2,389 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #168.

Insight Advisors first reported a position in ORCL in Q1 2021 and has held it in 19 quarters since. The position peaked at $865K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Insight Advisors held 2,389 shares of Oracle worth $352K as of Q1 2026.
  • Insight Advisors sold 737 Oracle shares in Q1 2026, an estimated $120K.
  • Oracle made up 0.07% of Insight Advisors's portfolio in Q1 2026, its #168 holding.
  • Insight Advisors first reported a position in Oracle in Q1 2021 and has held it in 19 quarters since.
  • Insight Advisors's Oracle position peaked at $865K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.