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McClarren Financial Advisors’s Oracle ORCL Stock Holding History

McClarren Financial 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 		– Sell
-1,496
Closed -$257K – 82
2025
Q4 		$257K Buy
1,496
+351
+31% +$83.6K 0.15% 67
2025
Q3 		$455K Sell
1,145
-462
-29% -$118K 0.28% 49
2025
Q2 		$351K Buy
1,607
+1,169
+267% +$189K 0.23% 56
2025
Q1 		$224K Sell
438
-1,161
-73% -$189K 0.15% 66
2024
Q4 		$266K Buy
1,599
+1,069
+202% +$190K 0.75% 22
2024
Q3 		$265K Buy
530
+107
+25% +$15.5K 0.03% 65
2024
Q2 		$98K Sell
423
-271
-39% -$33.7K 0.07% 110
2024
Q1 		$88K Buy
694
+1
+0.1% +$114 0.06% 110
2023
Q4 		$73K Buy
693
+1
+0.1% +$109 0.06% 127
2023
Q3 		$72K Buy
692
+1
+0.1% +$116 0.06% 123
2023
Q2 		$82K Buy
691
+501
+264% +$51.8K 0.07% 120
2023
Q1 		$16K Hold
190
– – 0.01% 224
2022
Q4 		$15K Sell
190
-280
-60% -$21.3K 0.01% 234
2022
Q3 		$28K Buy
+470
New +$34.4K 0.03% 174
2022
Q2 		– Sell
-168
Closed -$13K – 190
2022
Q1 		$13K Sell
168
-1
-0.6% -$81 0.01% 200
2021
Q4 		$15K Buy
169
+2
+1% +$188 0.01% 218
2021
Q3 		$14K Hold
167
– – 0.01% 194
2021
Q2 		$13K Buy
167
+1
+0.6% +$78 0.01% 214
2021
Q1 		$12K Buy
166
+1
+0.6% +$65 0.01% 195
2020
Q4 		$10K Buy
+165
New +$9.82K 0.01% 169

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McClarren Financial Advisors's ORCL Position: Q1 2026 in Review

McClarren Financial Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,496 shares — an estimated $257K sold.

McClarren Financial Advisors first reported a position in ORCL in Q4 2020 and held it in 20 quarters. The position peaked at $455K in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • McClarren Financial Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,496 Oracle shares in Q1 2026, an estimated $257K.
  • McClarren Financial Advisors first reported a position in Oracle in Q4 2020 and held it in 20 quarters.
  • McClarren Financial Advisors's Oracle position peaked at $455K in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on McClarren Financial Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.