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M3 Advisory Group’s Oracle ORCL Stock Holding History

M3 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 		$368K Buy
2,504
+143
+6% +$23.2K 0.23% 81
2025
Q4 		$460K Sell
2,361
-444
-16% -$106K 0.28% 64
2025
Q3 		$789K Buy
2,805
+38
+1% +$9.68K 0.49% 41
2025
Q2 		$605K Sell
2,767
-112
-4% -$18.1K 0.42% 47
2025
Q1 		$403K Sell
2,879
-375
-12% -$61.1K 0.32% 68
2024
Q4 		$542K Buy
3,254
+120
+4% +$21.3K 0.39% 58
2024
Q3 		$534K Buy
3,134
+22
+0.7% +$3.19K 0.39% 57
2024
Q2 		$439K Buy
3,112
+807
+35% +$100K 0.36% 64
2024
Q1 		$289K Buy
+2,305
New +$264K 0.26% 90

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

M3 Advisory Group's ORCL Position: Q1 2026 in Review

M3 Advisory Group increased its Oracle (ORCL) stake by 6.1% in Q1 2026, buying an estimated $23.2K and bringing the position to 2,504 shares worth $368K. The position accounts for 0.23% of the portfolio, ranked #81.

M3 Advisory Group first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $789K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • M3 Advisory Group held 2,504 shares of Oracle worth $368K as of Q1 2026.
  • M3 Advisory Group bought 143 Oracle shares in Q1 2026, an estimated $23.2K.
  • Oracle made up 0.23% of M3 Advisory Group's portfolio in Q1 2026, its #81 holding.
  • M3 Advisory Group first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • M3 Advisory Group's Oracle position peaked at $789K in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.