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Investment Advisory Group’s Oracle ORCL Stock Holding History

Investment Advisory Group’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 		$314K Buy
2,135
+57
+3% +$9.27K 0.08% 144
2025
Q4 		$405K Buy
2,078
+58
+3% +$13.8K 0.1% 120
2025
Q3 		$568K Sell
2,020
-166
-8% -$42.3K 0.15% 101
2025
Q2 		$478K Buy
2,186
+18
+0.8% +$2.91K 0.14% 109
2025
Q1 		$303K Hold
2,168
– – 0.1% 128
2024
Q4 		$361K Buy
2,168
+240
+12% +$42.6K 0.12% 111
2024
Q3 		$329K Buy
1,928
+219
+13% +$31.7K 0.11% 123
2024
Q2 		$241K Sell
1,709
-1
-0.1% -$124 0.09% 138
2024
Q1 		$215K Buy
+1,710
New +$196K 0.09% 148
2023
Q3 		– Sell
-1,683
Closed -$200K – 151
2023
Q2 		$200K Buy
+1,683
New +$174K 0.1% 142

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

Investment Advisory Group's ORCL Position: Q1 2026 in Review

Investment Advisory Group increased its Oracle (ORCL) stake by 2.7% in Q1 2026, buying an estimated $9.27K and bringing the position to 2,135 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #144.

Investment Advisory Group first reported a position in ORCL in Q2 2023 and has held it in 10 quarters since. The position peaked at $568K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Investment Advisory Group held 2,135 shares of Oracle worth $314K as of Q1 2026.
  • Investment Advisory Group bought 57 Oracle shares in Q1 2026, an estimated $9.27K.
  • Oracle made up 0.08% of Investment Advisory Group's portfolio in Q1 2026, its #144 holding.
  • Investment Advisory Group first reported a position in Oracle in Q2 2023 and has held it in 10 quarters since.
  • Investment Advisory Group's Oracle position peaked at $568K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.