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Magnolia Capital Advisors’s Oracle ORCL Stock Holding History

Magnolia Capital 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 		$785K Sell
5,339
-22
-0.4% -$3.58K 0.15% 157
2025
Q4 		$1.04M Buy
5,361
+543
+11% +$129K 0.22% 108
2025
Q3 		$1.36M Buy
4,818
+234
+5% +$59.6K 0.35% 83
2025
Q2 		$1M Buy
4,584
+44
+1% +$7.11K 0.25% 104
2025
Q1 		$635K Sell
4,540
-53
-1% -$8.63K 0.17% 135
2024
Q4 		$765K Buy
+4,593
New +$816K 0.2% 118
2024
Q2 		– Sell
-6,739
Closed -$774K – 145
2024
Q1 		$774K Buy
6,739
+518
+8% +$59.3K 0.65% 47
2023
Q4 		$710K Buy
6,221
+1,371
+28% +$150K 0.52% 59
2023
Q3 		$493K Buy
+4,850
New +$561K 0.47% 49
2023
Q2 		– Sell
-4,794
Closed -$445K – 143
2023
Q1 		$445K Buy
4,794
+374
+8% +$32.8K 0.23% 100
2022
Q4 		$361K Hold
4,420
– – 0.24% 100
2022
Q3 		$270K Buy
4,420
+347
+9% +$25.4K 0.23% 104
2022
Q2 		$284K Sell
4,073
-15,510
-79% -$1.14M 0.26% 98
2022
Q1 		$1.62M Buy
19,583
+18
+0.1% +$1.46K 0.64% 44
2021
Q4 		$1.71M Sell
19,565
-206
-1% -$19.3K 0.5% 47
2021
Q3 		$1.72M Buy
19,771
+15,518
+365% +$1.37M 0.6% 43
2021
Q2 		$331K Sell
4,253
-9
-0.2% -$705 0.15% 105
2021
Q1 		$299K Buy
4,262
+783
+23% +$50.7K 0.59% 60
2020
Q4 		$225K Buy
3,479
+13
+0.4% +$774 0.15% 103
2020
Q3 		$207K Buy
+3,466
New +$197K 0.16% 95

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

Magnolia Capital Advisors's ORCL Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its Oracle (ORCL) stake by 0.41% in Q1 2026, selling an estimated $3.58K and leaving 5,339 shares worth $785K. The position accounts for 0.15% of the portfolio, ranked #157.

Magnolia Capital Advisors first reported a position in ORCL in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.72M in Q3 2021. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Magnolia Capital Advisors held 5,339 shares of Oracle worth $785K as of Q1 2026.
  • Magnolia Capital Advisors sold 22 Oracle shares in Q1 2026, an estimated $3.58K.
  • Oracle made up 0.15% of Magnolia Capital Advisors's portfolio in Q1 2026, its #157 holding.
  • Magnolia Capital Advisors first reported a position in Oracle in Q3 2020 and has held it in 20 quarters since.
  • Magnolia Capital Advisors's Oracle position peaked at $1.72M in Q3 2021.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.