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IPG Investment Advisors’s Oracle ORCL Stock Holding History

IPG Investment 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 		$1.66M Buy
11,276
+4,990
+79% +$811K 0.28% 71
2025
Q4 		$1.23M Buy
6,286
+4,574
+267% +$1.09M 0.21% 100
2025
Q3 		$481K Buy
1,712
+464
+37% +$118K 0.09% 133
2025
Q2 		$273K Buy
+1,248
New +$202K 0.05% 145
2024
Q4 		– Sell
-7,184
Closed -$1.22M – 196
2024
Q3 		$1.22M Buy
7,184
+5,373
+297% +$778K 0.27% 66
2024
Q2 		$256K Buy
+1,811
New +$225K 0.06% 137
2024
Q1 		– Sell
-8,400
Closed -$886K – 204
2023
Q4 		$886K Buy
+8,400
New +$917K 0.18% 79
2021
Q2 		– Sell
-7,750
Closed -$544K – 204
2021
Q1 		$544K Buy
+7,750
New +$502K 0.11% 117
2018
Q1 		– Sell
-5,217
Closed -$247K – 165
2017
Q4 		$247K Buy
+5,217
New +$256K 0.1% 113

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

IPG Investment Advisors's ORCL Position: Q1 2026 in Review

IPG Investment Advisors increased its Oracle (ORCL) stake by 79% in Q1 2026, buying an estimated $811K and bringing the position to 11,276 shares worth $1.66M. The position accounts for 0.28% of the portfolio, ranked #71.

IPG Investment Advisors first reported a position in ORCL in Q4 2017 and has held it in 9 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • IPG Investment Advisors held 11,276 shares of Oracle worth $1.66M as of Q1 2026.
  • IPG Investment Advisors bought 4,990 Oracle shares in Q1 2026, an estimated $811K.
  • Oracle made up 0.28% of IPG Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • IPG Investment Advisors first reported a position in Oracle in Q4 2017 and has held it in 9 quarters since.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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