Modus Advisors’s Oracle ORCL Stock Holding History

Modus 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	-620	Closed	-$121K	–	261
2025 Q4	$121K	Buy	+620	New	+$148K	0.03%	139
2020 Q3	–	Sell	-449	Closed	-$25K	–	168
2020 Q2	$25K	Buy	+449	New	+$23.8K	0.02%	152

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Modus Advisors's ORCL Position: Q1 2026 in Review

Modus Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 620 shares — an estimated $121K sold.

Modus Advisors first reported a position in ORCL in Q2 2020 and held it in 2 quarters. The position peaked at $121K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Modus Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 620 Oracle shares in Q1 2026, an estimated $121K.
Modus Advisors first reported a position in Oracle in Q2 2020 and held it in 2 quarters.
Modus Advisors's Oracle position peaked at $121K in Q4 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.