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Milestone Asset Management Group’s Oracle ORCL Stock Holding History

Milestone Asset Management 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 		$413K Buy
2,807
+46
+2% +$7.48K 0.24% 82
2025
Q4 		$538K Buy
2,761
+128
+5% +$30.5K 0.3% 70
2025
Q3 		$740K Sell
2,633
-84
-3% -$21.4K 0.47% 56
2025
Q2 		$594K Hold
2,717
– – 0.44% 57
2025
Q1 		$380K Sell
2,717
-120
-4% -$19.5K 0.34% 67
2024
Q4 		$473K Buy
+2,837
New +$504K 0.42% 59

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

Milestone Asset Management Group's ORCL Position: Q1 2026 in Review

Milestone Asset Management Group increased its Oracle (ORCL) stake by 1.7% in Q1 2026, buying an estimated $7.48K and bringing the position to 2,807 shares worth $413K. The position accounts for 0.24% of the portfolio, ranked #82.

Milestone Asset Management Group first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $740K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Milestone Asset Management Group held 2,807 shares of Oracle worth $413K as of Q1 2026.
  • Milestone Asset Management Group bought 46 Oracle shares in Q1 2026, an estimated $7.48K.
  • Oracle made up 0.24% of Milestone Asset Management Group's portfolio in Q1 2026, its #82 holding.
  • Milestone Asset Management Group first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's Oracle position peaked at $740K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.