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Midwest Trust’s Oracle ORCL Stock Holding History

Midwest Trust’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 		$4.24M Sell
28,844
-1,540
-5% -$250K 0.05% 223
2025
Q4 		$5.92M Buy
30,384
+1,009
+3% +$240K 0.07% 195
2025
Q3 		$8.26M Buy
29,375
+1,970
+7% +$502K 0.11% 165
2025
Q2 		$5.99M Buy
+27,405
New +$4.43M 0.08% 186

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

Midwest Trust's ORCL Position: Q1 2026 in Review

Midwest Trust reduced its Oracle (ORCL) stake by 5.1% in Q1 2026, selling an estimated $250K and leaving 28,844 shares worth $4.24M. The position accounts for 0.05% of the portfolio, ranked #223.

Midwest Trust first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.26M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Midwest Trust held 28,844 shares of Oracle worth $4.24M as of Q1 2026.
  • Midwest Trust sold 1,540 Oracle shares in Q1 2026, an estimated $250K.
  • Oracle made up 0.05% of Midwest Trust's portfolio in Q1 2026, its #223 holding.
  • Midwest Trust first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Oracle position peaked at $8.26M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.