Insigneo Advisory Services’s Oracle ORCL Stock Holding History

Insigneo 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	$3.55M	Sell	24,153 -1,125	-4%	-$183K	0.25%	69
2025 Q4	$4.93M	Sell	25,278 -536	-2%	-$128K	0.35%	42
2025 Q3	$7.26M	Buy	25,814 +5,112	+25%	+$1.3M	0.51%	27
2025 Q2	$4.53M	Sell	20,702 -380	-2%	-$61.4K	0.39%	43
2025 Q1	$2.95M	Buy	21,082 +5,734	+37%	+$934K	0.3%	63
2024 Q4	$2.56M	Buy	15,348 +696	+5%	+$124K	0.26%	71
2024 Q3	$2.5M	Buy	14,652 +2,346	+19%	+$340K	0.25%	80
2024 Q2	$1.57M	Buy	12,306 +159	+1%	+$19.7K	0.18%	120
2024 Q1	$1.53M	Buy	12,147 +2,629	+28%	+$301K	0.18%	109
2023 Q4	$1M	Buy	9,518 +1,576	+20%	+$172K	0.14%	145
2023 Q3	$841K	Buy	7,942 +1,777	+29%	+$206K	0.17%	120
2023 Q2	$734K	Sell	6,165 -269	-4%	-$27.8K	0.14%	146
2023 Q1	$597K	Sell	6,434 -41	-0.6%	-$3.6K	0.19%	109
2022 Q4	$529K	Buy	+6,475	New	+$492K	0.2%	111

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

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

Insigneo Advisory Services reduced its Oracle (ORCL) stake by 4.5% in Q1 2026, selling an estimated $183K and leaving 24,153 shares worth $3.55M. The position accounts for 0.25% of the portfolio, ranked #69.

Insigneo Advisory Services first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.26M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Insigneo Advisory Services held 24,153 shares of Oracle worth $3.55M as of Q1 2026.
Insigneo Advisory Services sold 1,125 Oracle shares in Q1 2026, an estimated $183K.
Oracle made up 0.25% of Insigneo Advisory Services's portfolio in Q1 2026, its #69 holding.
Insigneo Advisory Services first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Oracle position peaked at $7.26M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.