Investor's Fiduciary Advisor Network’s Oracle ORCL Stock Holding History

Investor's Fiduciary Advisor Network’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	$246K	Sell	1,674 -535	-24%	-$87K	0.08%	240
2025 Q4	$430K	Buy	2,209 +5	+0.2%	+$1.19K	0.09%	187
2025 Q3	$619K	Sell	2,204 -506	-19%	-$129K	0.21%	116
2025 Q2	$592K	Buy	+2,710	New	+$438K	0.22%	115
2025 Q1	–	Sell	-2,754	Closed	-$458K	–	190
2024 Q4	$458K	Buy	+2,754	New	+$489K	0.18%	137

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

Investor's Fiduciary Advisor Network's ORCL Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Oracle (ORCL) stake by 24% in Q1 2026, selling an estimated $87K and leaving 1,674 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #240.

Investor's Fiduciary Advisor Network first reported a position in ORCL in Q4 2024 and has held it in 5 quarters since. The position peaked at $619K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Investor's Fiduciary Advisor Network held 1,674 shares of Oracle worth $246K as of Q1 2026.
Investor's Fiduciary Advisor Network sold 535 Oracle shares in Q1 2026, an estimated $87K.
Oracle made up 0.08% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #240 holding.
Investor's Fiduciary Advisor Network first reported a position in Oracle in Q4 2024 and has held it in 5 quarters since.
Investor's Fiduciary Advisor Network's Oracle position peaked at $619K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.